Capital ICE 15+ Year Single-A US Corporate Ex-ATra Fund (00792B)

Overview

The Capital ICE 15+ Year Single-A US Corporate Ex-ATra Fund is an innovative exchange-traded fund dedicated to providing investors with exposure to long-term, investment-grade, U.S. dollar-denominated corporate bonds. It uniquely focuses on single-A or higher-rated bonds with maturities extending 15 years or more, issued by premier U.S. corporations. This ETF is engineered for investors seeking to gain income and diversification benefits from the U.S. corporate credit market, ensuring the advantages of transparency, liquidity, and efficiency that come with exchange-listed funds. It adopts a methodical approach to selecting its constituents and conducts regular rebalancing to align with its investment objectives, emphasizing credit quality and maturity spectrum to balance credit risk against yield considerations.

Products and Services

The Capital ICE 15+ Year Single-A US Corporate Ex-ATra Fund offers a focused product designed to fulfill the specific needs of investors interested in long-term U.S. corporate bonds:

• Long-term U.S. Corporate Bond Exposure: This service provides investors with direct exposure to high-quality, long-dated U.S. corporate bonds. The fund targets bonds that are rated single-A or higher and have maturities of 15 years or longer. This focus aims to cater to investors who are looking for income-generating investments and those seeking to manage interest rate or duration risk inherent in long-term bond investments.
• Index Tracking for Investment-Grade Bonds: The fund's objective includes tracking an index composed of investment-grade, U.S. dollar-denominated corporate bonds. By following a systematic approach in selecting constituents and executing regular rebalancing, the fund strives to ensure that its portfolio mirrors the performance of its benchmark index. This indexing strategy facilitates effective participation in the long-dated U.S. corporate bond market, making it a vital tool for investors aiming for both yield and credit quality.
• Access to U.S. Corporate Credit Market: Offering a streamlined path to the U.S. corporate credit sector, the fund plays a significant role in providing investors with access to a broad universe of high-credit-quality issuers. It enhances investors' ability to diversify their investment portfolios by including long-term, high-quality corporate bonds. The emphasis on credit quality and maturity spectrum helps mitigate credit risk while focusing on achieving attractive yields, catering to the needs of income-seeking investors and those concerned with the implications of long-term bond sensitivity to interest rate changes.