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iShares $ Corp Bond Enhanced Active UCITS ETF

IE000RJL5A30|iShares
AccumulatingUCITSArticle 8
Expense Ratio (%)
0.20%
AUM (Millions $)
$60,800,852M
YTD
-0.79%
Div Yield
0.00%
Performance & Risk
Performance
-0.79%
YTD
-
1Y Return
-
3Y Return
Description

The Fund is actively managed and uses a systematic process that combines quantitative modelling techniques with the Investment Manager’s analysis. The systematic credit models include bonds that are scored and ranked on quantitative factors such as fundamentals and valuation. The Fund will invest 80% of its assets in investment-grade fixed income securities issued by corporate issuers in developed markets, denominated in US dollar. Up to 20% of the assets may be allocated to government, municipal, sovereign, and supranational bonds, as well as related instruments, also denominated in US dollar. The Fund has been categorised as an Article 8 fund under the SFDR.

Portfolio Composition

Top Holdings
NameWeight
BLK ICS USD LEAF AGENCY DIST2.17%
AERCAP IRELAND CAPITAL DAC0.67%
VERIZON COMMUNICATIONS INC0.65%
WELLS FARGO & COMPANY0.62%
BANK OF AMERICA CORP MTN0.56%
BANK OF NOVA SCOTIA0.56%
SEMPRA0.55%
HSBC HOLDINGS PLC0.53%
KROGER CO0.53%
TORONTO-DOMINION BANK/THE0.53%
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Sector Exposure
Corporates97.33%
Cash and/or Derivatives2.59%
Asset Class Breakdown

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Fixed Income97.33%
Money Market2.17%
Cash Collateral and Margins0.24%
Cash0.18%
Futures0.00%
Coupon Exposure
5.50% (20 bonds)5.18%
5.25% (16 bonds)4.67%
5.40% (14 bonds)3.39%
5.35% (11 bonds)2.87%
5.30% (13 bonds)2.64%
3.65% (3 bonds)2.63%
6.00% (10 bonds)2.56%
6.25% (7 bonds)2.34%
5.70% (6 bonds)2.09%
5.95% (7 bonds)1.93%
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Fund Overview
ISIN
IE000RJL5A30
Issuer
iShares
Category
Fixed Income
Asset Class
Fixed Income
Region
North America
Domicile
Ireland
Base Currency
USD
Inception Date
3/27/2025
Replication Method
Physical (Full)
SFDR Classification
Article 8
UCITS Compliant
Yes
Fund Operations
Fund Manager
BlackRock Asset Management Ireland Limited
Administrator
State Street Fund Services (Ireland) Limited
Custodian
State Street Custodial Services (Ireland) Limited
Distributions
Distribution Type
Accumulating
Div Yield
0.00%
No distributions yet
Stock Exchanges
ExchangeTickerCurrency
Euronext AmsterdamUSEBUSD
Euronext AmsterdamUSECEUR
London Stock ExchangeUSEBUSD
SIX Swiss ExchangeUSEBUSD
Registered Locations
🏳️Austria🏳️Denmark🏳️Finland🏳️France🏳️Germany🏳️Ireland🏳️Italy🏳️Liechtenstein🏳️Luxembourg🏳️Netherlands🏳️Norway🏳️Saudi Arabia🏳️Spain🏳️Sweden🏳️Switzerland🏳️United Kingdom
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