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IGHG - Investment Grade-Interest Rate Hedged ETF

Investment Grade-Interest Rate Hedged ETF logo The IGHG - Investment Grade-Interest Rate Hedged ETF is designed to offer investors exposure to investment-grade corporate bonds while mitigating interest rate risk. This ETF achieves its goal by combining a portfolio of investment-grade bonds with a short position in US Treasury futures, effectively hedging against the potential rise in interest rates. The fund aims to provide a stable income stream and capital preservation, appealing to investors who are concerned about the impact of rising interest rates on their fixed income investments.

IGHG's portfolio consists primarily of high-quality corporate bonds issued by well-established companies with strong credit ratings. The fund's strategy involves selecting bonds that are expected to perform well even in a rising rate environment. By shorting US Treasury futures, IGHG neutralizes the sensitivity of its bond holdings to changes in interest rates, thereby reducing the overall volatility and interest rate risk typically associated with fixed income investments. This approach helps maintain the fund's value, even when interest rates increase, making it a suitable option for conservative investors seeking lower risk.

As of the lattest reporting period, IGHG has demonstrated consistent performance, largely attributed to its effective hedging strategy and careful bond selection. The fund's expense ratio is competitive, making it an attractive choice for cost-conscious investors. With a diversified portfolio and a focus on interest rate risk management, IGHG provides a balanced investment solution for those looking to safeguard their bond investments against the uncertainty of fluctuating interest rates.

 



 

 

 
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