Capital at risk. The value of investments and the income from them can fall as well as rise and are not guaranteed. Investors may not get back the amount originally invested.
This section includes investor type descriptions for professional clients and market counterparties.
Professional client
A Professional Client is either: (i) a ‘deemed’ professional client; (ii) serviced-based professional client; or (iii) an assessed professional Client
(i) Deemed Professional Client
A person is a “deemed” professional client if the person is:
(ii) Service-based Professional Clients
A person is a ‘serviced-based’ professional client if
(iii) Assessed-based Professional Clients
Assessed-based professional clients can be either (i) individuals; or (ii) undertakings
Individuals
An individual (and associated joint account holders) would be classified as an ‘assessed-based professional client’ if:
Where there is a joint account in place, the secondary account holder must obtain confirmation in writing that investment decisions relating to the joint account are made for or on behalf of the secondary account holder
Undertakings
Undertakings, which are generally not individuals, would be classified as ‘assessed-based’ professional clients if it:
Market counterparties
A Market Counterparty is any person who is either:
A simple way to access fixed income markets.
Capital at risk. The value of investments and the income from them can fall as well as rise and are not guaranteed. Investors may not get back the amount originally invested.
Access
Broad and targeted exposure. With over 100 UCITS bond ETFs across index and active strategies, iShares provides access to most segments of the global bond market.1
Quality
Designed for modern fixed income portfolios. Solutions combine index and active expertise with disciplined construction and integrated risk management.
Value
Efficient implementation at scale. Competitive trading costs, deep liquidity, and capital markets support help optimise execution and portfolio outcomes.
Select targeted exposures across income, duration and liquidity to align fixed income allocations with portfolio objectives.
Cash holdings can reduce real returns over time. Short-duration and cash-like ETFs offer an alternative for managing liquidity while seeking incremental yield.
These strategies provide:
Expand beyond core bonds to access additional income opportunities. Allocating across high yield credit, securitised assets and emerging market debt may improve yield while diversifying risk sources.
iShares active and index ETFs enable flexible allocation across income segments, supporting tactical and strategic positioning.
Core bond ETFs provide scalable exposure to diversified fixed income markets in a single trade.
Key characteristics:
Diversification
Exposure across issuers, sectors, geographies and maturities
Liquidity
Exchange trading supports access, even in stressed conditions
Transparent access
Real-time pricing and holdings visibility
Cost efficiency
Low fees and efficient market access
With over 80% of the bond market yielding +4% today, investors have a compelling opportunity.2 While holding individual bonds to maturity can secure these yields, fixed maturity ETFs like iBonds offer a more efficient solution.
iBonds ETFs invest in a basket of bonds that all mature in the same year, providing the predictability of individual bonds with the simplicity and diversification of an ETF.
Diversification and asset allocation may not fully protect you from market risk.
How bond ETFs are powering a portfolio evolution and fixed income revolution.