iShares € Corp Bond SRI 0-3yr UCITS ETF

Issuer: iShares

Asset Class: Fixed Income

TER: 15bps

Trading Currency: GBX

Pays Income: False

Listing Date: 11 Jan 2016

Ticker: SUSS

ISIN: IE00BYZTVV78

This fund provides targeted exposure to short-term, investment-grade corporate bonds denominated in Euros, with a strong emphasis on responsible investing. The strategy involves tracking a benchmark that selects bonds from companies that meet stringent Environmental, Social, and Governance (ESG) criteria. It specifically applies a Socially Responsible Investing (SRI) screen, excluding issuers involved in sectors such as controversial weapons, tobacco, thermal coal, and oil sands. By focusing on bonds with a maturity of 0-3 years, the fund aims to minimize sensitivity to interest rate fluctuations, making it a relatively conservative fixed-income option. The underlying holdings are physically held, offering transparency to the investor.

This instrument is particularly well-suited for investors seeking a stable core holding within their fixed income allocation, who also wish to align their investments with ethical and sustainability values. Its low duration profile makes it a potential tool for capital preservation in an environment of changing interest rates, while still offering the potential for modest income through exposure to corporate credit spreads. For the socially conscious investor, it provides an efficient way to gain access to the European corporate debt market without compromising on principles. The fund serves as a defensive component in a diversified portfolio, balancing higher-risk assets while adhering to a robust ESG framework.