Key stats
About ISHARES ESG AWARE CDN AGREGT BD IND UNIT
Expense ratio
0.17%
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Inception date
Mar 18, 2019
The fund tracks an index of Canadian government and corporate bonds with an investment-grade credit rating, at least one year to maturity, and favorable ESG qualities. Investments are expected to have similar return and risk characteristics as the Bloomberg MSCI Canadian Aggregate ESG Focus Index, the parent index. The underlying index sets itself apart from its parent index by using an optimizer, which is run monthly, to maximize the underlying indexs overall MSCI ESG Score, while minimizing active total risk versus the parent index and minimizing index turnover. The index is rebalanced monthly.
Classification
What's in the fund
Exposure type
Government
Corporate
Stocks0.12%
Finance0.12%
Bonds, Cash & Other99.88%
Government67.60%
Corporate31.73%
Securitized0.39%
Cash0.16%
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