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iShares $ Treasury Bond 20+yr UCITS ETF

Why invest in this sector?

Targeted exposure to long-term US Treasuries. Direct investments in government bonds. Exposure to government bonds of one country

  • The fund contains US government bonds with maturities exceeding 20 years

  • Thanks to the current rise in rates and inflationary expectations, the value of these bonds has fallen by more than 25%

  • The current yield of this ETF is 3.1% on dividends from coupon redistribution

  • This is 30% higher than the long-term target for interest rates, which is set at 2.35% pa

  • It is also necessary to count on the fact that a recession will come during this period, when the rates should go back to zero

  • It is unlikely that America would enter an inflationary spiral

  • Already next year, the market estimates that interest rates in the US will drop by 1%

Investment goals:

The fund seeks to track the performance of an index composed of U.S. dollar-denominated government bonds issued by the U.S. Treasury.

Sectoral mood
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Target markets

Documents to download

Client category

Non-Professional Investor, Professional Investor, Eligible Counterparty

Knowledge and experience

Investment horizon

<8 years

Investment objective

Grow

Ability to bear losses

Yes

Risk tolerance

5

Basic Investor, Informed Investor, Experienced Investor

Communication of key information for the investor

Characteristics

The communication is not a proposal by Imperium Finance s.r.o. to conclude a contract. Investment instruments are associated with the risk of fluctuations in the current value of the invested amount and its return is not guaranteed. Revenues are reported in gross values. The communication contains information about past performance, which is not a reliable indicator of future results. In order to obtain net income values, the investor must take into account the fees charged by Imperium Finance according to the valid price list and any taxation, which depends on the personal circumstances of the investor and may change. Imperium Finance advises investors with a different domestic currency that returns may rise or fall due to fluctuations in exchange rates. The communication is only informative, it does not replace the fund status or key information communication (KIID). Imperium Finance points out that the target market was not taken into account in the message - you may be outside the target market, or even in the negative target market of the listed investment instruments.

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