Key stats
About ISHARES ESG ADV 1-5 YR CNDN COR BD UNIT CAD
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Inception date
Jul 23, 2021
Structure
Canadian Mutual Fund Trust (ON)
Bloomberg MSCI 1-5 year Canada Corporate Choice ESG Screened 10% Issuer Capped Index - CAD - Benchmark TR Gross
Primary advisor
BlackRock Asset Management Canada Ltd.
The fund tracks an ESG-oriented index of investment-grade Canadian corporate bonds with between one and five years to maturity. Using a sector-specific key issue weighting model, companies from the funds parent index that are rated and ranked in comparison to their industry peers. Companies are assigned an overall ESG score between 0 and 10, and those with a minimum ESG score of 4.3 are selected. Companies involved in business controversies or are incompatible to determined ESG standards are excluded. Holdings are weighted by market value with a 10% cap for each issuer. The index is rebalanced monthly.
Classification
Returns
| 1 month | 3 months | Year to date | 1 year | 3 years | 5 years | |
|---|---|---|---|---|---|---|
| Price performance | — | — | — | — | — | — |
| NAV total return | — | — | — | — | — | — |
What's in the fund
Exposure type
Corporate
Bonds, Cash & Other100.00%
Corporate99.60%
Miscellaneous0.22%
Cash0.18%
Stock breakdown by region
North America99.57%
Oceania0.43%
Latin America0.00%
Europe0.00%
Asia0.00%
Africa0.00%
Middle East0.00%
Top 10 holdings
Dividends
Dividend payout history