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:
Simplifying fixed income investing.
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 AND INNOVATION
iShares pioneered ETF innovation by launching the first bond ETFs1 and leads with cutting-edge exposures — from fixed maturity to active strategies — opening bond markets to new investors.
CHOICE
With over 100 funds across index and active strategies, iShares offers the broadest range of UCITS bond ETFs, granting access to nearly all parts of the bond market.2
LIQUIDITY
The resiliency of iShares bond ETFs was tested during periods of market volatility. Offering investors price transparency, immediacy of execution, and tight tracking when most needed.3
iShares bond ETFs are designed with your goals in mind. Select from the options below to see which ETFs could be the best fit:
With over 80% of the bond market yielding +4% today, investors have a compelling opportunity.4 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.
Holding cash in low-yielding deposit accounts can erode real returns over time, as inflation gradually diminishes purchasing power. iShares cash and short duration ETFs offer a more efficient way to manage liquidity while seeking improved yield.
These funds typically invest in low risk, highly liquid assets such as Treasury bills, short term government bonds, and corporate bonds with short maturities.
They offer a way to potentially earn higher yields while maintaining capital preservation. Investors can buy and sell these ETFs on the stock market, providing quick access to funds, unlike some fixed deposits or longer-term bonds.
Accessing a broad basket of core bonds can be complex and costly - iShares core building blocks ETFs can help.
DIVERSIFICATION
With a single trade, investors can gain exposure to basket of bonds, spreading risk across issuers, sectors, geographies and maturities.
LIQUIDITY
iShares core bond ETFs offer liquidity even during stressed markets, as ETF shares trade on exchanges while the underlying bonds may not.
TRANSPARENT ACCESS
Unlike mutual funds or bonds, ETFs trade all day like stocks, allowing real-time pricing and swift reactions to market changes.
COST EFFICIENCY
Why pay more to access core bonds? Get efficient exposure with ETFs: low fees, no hidden costs and no minimum investment.
Today's broader bond universe may offer opportunities to reduce risk and increase yield by moving beyond core bonds (such as investment grade credit or government debt). Investors may benefit from a more balanced allocation between core bonds and 'plus' sectors, including high-yield credit, securitised assets and emerging market debt.
iShares’ active and index income solutions enable investors to adapt to fast-emerging trends and tap into niche sources of income.