Product

Provides investors with passive and low cost exposure to the Bloomberg Barclays Global Aggregate 1-5 Year Index.
Represents an inexpensive offering of investment grade securities with moderately lower duration.

Team/Firm

Part of Blackrock’s iShares suite, a recognised platform managing more than USD2.6 trillion in assets.

Performance

Fund’s performance since inception has only differed from the Index by essentially the Fund’s fees, which has been below 0.2% annually.

Process

Has shown that it is able to track the Index accurately and efficiently since the Fund’s inception.

Cost

Access to institutional share class with no trailer fees to achieve the lowest possible cost.

How does the fund fit in my portfolio?

Investors looking to gain a passive and cost-effective exposure specifically to the Global 1-5 Year investment grade segment can consider the Fund as either a core or satellite position, depending on the investment objective.
Alternatively, investors who have a specific view on duration can consider the Fund as a tactical allocation, due to the Fund’s relatively lower duration.

Updated as of 15/11/2022