| Exchange Traded Bond Funds | ||||||||
| Return to Funds Index | ||||||||
| Please see footnotes | Listed in New York | Current Recommendations | ||||||
| Ticker | Fund | Investment | Best | Liquid | Quality | Duration | Fund | |
| Code | Name | Mandate | Proxy | Rating | (S&P) | (Years) | Sponsor | |
| SHY | Lehman 1-3 Year Treasury | United States | . | *** | AAA | 1.6 | iShares | |
| AGG | Lehman Aggregate | United States | . | *** | AA- | 4.3 | iShares | |
| IEF | Lehman 7-10 Year Treasury | United States | . | *** | AAA | 6.4 | iShares | |
| LQD | GS $ InvesTop Corporate | United States | . | *** | BBB+ | 6.5 | iShares | |
| TLT | Lehman 20+ Year Treasury | United States | # | ** | AAA | 12.9 | iShares | |
| Please see footnotes | Listed in London | |||||||
| EPIC | Fund | Investment | Best | Liquid | Quality | Duration | Fund | |
| Code | Name | Mandate | Proxy | Rating | (S&P) | (Years) | Sponsor | |
| IBCX | E Corporate Bond | Euro-Zone | # | ** | AA- | 5.9 | iShares | |
| LQDE | $ Corporate Bond | United States | # | * | AA- | 6.6 | iShares | |
| SLXX | £ Corporate Bond | United Kingdom | # | ** | A+ | 8.7 | iShares | |
| Please see footnotes | Listed in Frankfurt | |||||||
| WKN | Fund | Investment | Best | Liquid | Quality | Duration | Fund | |
| Code | Name | Mandate | Proxy | Rating | (S&P) | (Years) | Sponsor | |
| 628947 | eb.rexx Government 1-3 Year | Euro-Zone | . | ** | AAA | 1.9 | IndexChange | |
| 628948 | eb.rexx Government 3-5 Year | Euro-Zone | . | ** | AAA | 3.9 | IndexChange | |
| 263526 | eb.rexx Jumbo Pfandbriefe | Euro-Zone | . | ** | AAA- | 4.0 | IndexChange | |
| 628946 | eb.rexx Government | Euro-Zone | . | * | AAA | 5.2 | IndexChange | |
| 628949 | eb.rexx Government 5-10 Year | Euro-Zone | . | * | AAA | 7.6 | IndexChange | |
| A0D8Q3 | eb.rexx Government 10+ Year | Euro-Zone | # | * | AAA | 24.6 | IndexChange | |
| Please see footnotes | Listed on EuroNext | |||||||
| Stock | Fund | Investment | Best | Liquid | Quality | Duration | Fund | |
| Code | Name | Mandate | Proxy | Rating | (S&P) | (Years) | Sponsor | |
| MTA | Lyxor EuroMTS 1-3 Year | Euro-Zone | . | ** | AAA | 1.7 | Societe General | |
| MTB | Lyxor EuroMTS 3-5 Year | Euro-Zone | . | * | AAA | 3.72 | Societe General | |
| MTX | Lyxor EuroMTS Global | Euro-Zone | . | ** | AAA | 5 | Societe General | |
| MTE | Lyxor EuroMTS 10-15 Year | Euro-Zone | # | * | AAA | 7.15 | Societe General | |
| Please note that this analysis of a general and impersonal nature, in that the advice provided is not adapted to any specific portfolio or any client's specific needs. Private investors should take professional advice as to the suitability of any recommendation. These are updated regularly on the basis of the investment mandate shown, using month end prices, expressed in US$ as a common currency for international investors as well as relative to an index of world stockmarkets. | ||||||||
| Back to Top | ||||||||
| Copyright © 2006 Professional Investment Tools Ltd., authorised by the Financial Services Authority to carry out investment business in the United Kingdom. Please read Financial Health Warning and Licence Agreement. UK laws apply exclusively. Principal sources: Consensus Economics, Corel Corp., CFTC, FIBV, Global Financial Data, PIT, national governments and stock exchanges. Information and opinions are based on sources believed to be reliable and accurate. However PIT does not guarantee this to be the case, and does not accept liability for any loss arising. These tables are for information only and do not constitute a solicitation to deal in any securities. Opinions are liable to change. Past performance is no guarantee of future success. | ||||||||