Invesco BulletShares 2027 USD Corporate Bond

ETF description

This ETF focuses on investing in U.S. corporate bonds that are set to mature in 2027. Corporate bonds are loans made to companies, and by purchasing these bonds, investors earn interest over time until the bonds mature. When the bonds mature, the investors receive their original investment back. This ETF allows investors to gain exposure to a diversified portfolio of these bonds without having to buy each bond individually.

This investment option may appeal to those seeking a more stable income stream, as corporate bonds typically provide regular interest payments. Investors who prefer a fixed investment horizon might find this ETF particularly attractive, given its focus on bonds maturing in a specific year. It offers an opportunity to balance potential risks and rewards by investing in a range of companies across various sectors.

Issuer details

Invesco is one of the world’s largest ETF providers with over US$680 billion globally in ETF assets under management (as at 31 March 2024). It offers over 140 EMEA ETFs spanning regions and strategies across equities, fixed income and commodities.

Its culture of innovation lets it find new opportunities for investors, as well as ways to improve the performance of core ETF exposures.

Index details

The Reference Index is designed to reflect the performance of USD‑denominated, investment‑grade, fixed‑rate, taxable debt securities issued by corporate issuers. It is market‑value weighted with a 4.5% cap on individual corporate issuers. To be eligible for inclusion, corporate securities must have at least USD300 million par amount outstanding and an Effective Maturity on or between 1 January 2027 and 31 December 2027.