Invesco Bulletshares 2027 High Yield Fund (BSJR)

Overview

The fund presented is an investment vehicle that concentrates its investments primarily in high yield corporate bonds, often referred to as "junk bonds." These are U.S. dollar-denominated securities, chosen with careful consideration for their potential to deliver returns. A distinctive feature of this fund is its focus on bonds with maturities or "effective maturities" centered around the year 2027, hence the reference to "2027 Bonds." The strategy involves allocating at least 80% of the fund’s total assets into securities that are part of the underlying index, which is designed to track the performance of this specific portfolio of bonds.

Products and Services

The fund’s product offerings revolve around providing investors with access to a curated selection of high yield corporate bonds, emphasizing those set to mature around the year 2027. This focus enables investors to adopt a targeted approach to bond investment, pigeonholing into a specific time horizon which may align with their individual financial goals or investment strategies.

• High Yield Corporate Bonds

  This class of bonds, also known as junk bonds, typically offers higher returns compared to investment-grade bonds due to the higher risk associated with companies that have lower credit ratings. Investors looking for potentially higher income from their investments with an acceptance of higher risk may find these types of bonds appealing.

• Underlying Index Tracking

  The fund invests at least 80% of its assets into securities that form part of its underlying index. This strategy focuses on replicating the performance of the index, which is specifically constructed to track U.S. dollar-denominated high yield corporate bonds with maturities around 2027. This methodological approach allows the fund to offer a transparent and replicable investment strategy to its investors, aiming to mirror the performance of the selected bonds in the underlying index.