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Waldo Bezuidenhout Ryan Ehmann James Excell Steph Hudema. Outline. History and Advantages iShares Scotia Capital Short Term Bond Index Fund iShares CDN Real Return Bond Index Fund iShares Scotia Capital Universe Bond Index Fund. History of iShares.

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waldo bezuidenhout ryan ehmann james excell steph hudema
Waldo Bezuidenhout

Ryan Ehmann

James Excell

Steph Hudema

outline
Outline
  • History and Advantages
  • iShares Scotia Capital Short Term Bond Index Fund
  • iShares CDN Real Return Bond Index Fund
  • iShares Scotia Capital Universe Bond Index Fund
history of ishares
History of iShares
  • iShares is the brand name of ETFs by Barclays Global Investors
  • Offers investors the advantages of both stocks and index funds
  • iShares is the largest issuer of ETFs in the world
5 advantages of ishares
5 Advantages of iShares
  • Low cost
  • Tax efficiency
  • Transparency and risk management
  • Liquidity
  • Modularity
overview
Overview
  • Seeks to provide interest income
  • Fund invests in a portfolio of bonds that closely matches the characteristics of the Short Term Bond Index
  • Consists of a diversified range of Canadian government and corporate bonds
    • Determined By Scotia Bank
aimed towards
Aimed Towards
  • Investors seeking diversified exposure to the Canadian bond market
  • Alternative to holding individual bonds
  • Provides broad exposure to a portfolio of short term bonds
  • Provides regular rebalancing without the costs of individual trades
  • Investing in Canada
performance
Performance
  • Fund: iShares CDN Short Term Bond Index
  • Index: S&P/TSX Canadian Bond Short Term
  • Category: Canadian Short Duration Fixed Income
slide9

iShares CDN Real Return Bond Index Fund (XRB)

  • What is it?
  • Stock listed on the TSX that provides income by replication of the Scotia Capital Real Return Bond Index.
  • Fixed income fund index
  • Usually semi annual distribution of income through dividends or reinvestment plan.
  • Annual fee of 0.35%
ishares cdn real return bond index fund xrb
iShares CDN Real Return Bond Index Fund (XRB)

Real Return Bonds:

  • Amount you receive back is the inflation adjusted equivalent of the principle amount invested.
  • Aimed at people who are less concerned with “how much” and more concerned with “what it will buy”
holdings
Holdings

10 Bonds

  • 24.89% CANADA GOVT REAL RETURN
  • 23.36% CANADA 4.25% 12/1/26 (FTIPS)
  • 21.18% CANADA GOVT REAL RETURN L256
  • 18.21% CANADA GOVT REAL RETURN
  • 3.17% QUEBEC (PROVINCE OF)
  • 2.75% QUEBEC PROV
  • 2.50% ONTARIO
  • 2.00% QUEBEC PROV
  • 1.22% QUEBEC PROV
  • 0.31% MANITOBA PROV
slide12

Cumulative performance Difference (1 Yr): 0.25%

Fund Return (1Yr): -2.27%

Index Return (1Yr): -2.02%

ishares scotia capital universe bond index fund
Trades on the TSX: XBB

Based on the Scotia Capital Universe Bond Index

iShares Scotia Capital Universe Bond Index Fund
scotia capital universe bond index
Scotia Capital Universe Bond Index
  • Started in December 1979
  • Broadest measure of Canadian bond market
  • Includes more than 990 bonds
  • Government and corporate bonds
  • Market value $651 billion
ishares scotia capital universe bond index fund16
iShares Scotia Capital Universe Bond Index Fund

Average Annualized Return

  • 1 year – 3.80%
  • 2 year – 5.94%
  • 3 year – 6.78%