← Search another ETF⎙ Printable sheet (PDF)
ETF sheet · Issuer-declared data
Actively managed: it does not track an index — the declared benchmark is a yardstick for comparison
🇮🇹 Effective capital-gains rate: 26.00%details →

iShares $ High Yield Corp Bond Enhanced Active UCITS ETFIndex, costs, backtest, listings and taxation

ISIN: IE000T9NSP89Ticker: UHEB (Euronext AMS) · UHEB (SIX)Issuer: iShares
Issuer-declared data
Declared index
ICE BofA US High Yield Constrained Index
TER
0.35%
Transaction costs
0.74% (issuer estimate, from the KID)
Management
Active management
Income policy
SFDR
Article 6 — does not promote specific ESG characteristics what does it mean?
Fund assets
25.7 mln EUR
NAV
5.19 USD (31 August 2026)
Domicile
Ireland
Inception date
4 December 2025
Data as declared by iShares in the issuer’s official files and endpoints · collected on 2 September 2026 (monthly refresh). Facts only, no recommendation.
📬 Follow the engine as we build it

One email when new issuers, new metrics and new articles land. Double opt-in, zero spam, one-click unsubscribe.

Description

iShares $ High Yield Corp Bond Enhanced Active UCITS ETF is an actively managed ETF: it does not track an index — the declared index (ICE BofA US High Yield Constrained Index) is a comparison yardstick only. The declared annual cost (TER) is 0.35%, plus 0.74% in transaction costs estimated by the issuer in the KID. Income is accumulated and reinvested in the fund. The fund has assets of about 26 million euro, was launched on 4 December 2025 and is domiciled in Ireland. In our registry 1 other ETFs declare the same index.

The fund’s objective — in the issuer’s words

The Fund is actively managed and aims to provide investors with a total return, taking into account both capital growth and income returns. The Fund will invest at least 80% of its total assets in sub-investment grade (or where unrated deemed by the Investment Manager (IM) to be of an equivalent rating) (high yield) fixed income securities issued by corporate issuers (i.e. corporate bonds) in developed markets and instruments relating to such securities (namely credit default swaps, currency swaps, futures and forwards), in each case denominated in US Dollar. The Fund may also invest in government bonds, municipal bonds, sovereign and supranational debt, and instruments relating to such bonds denominated in US Dollar. The Fund may invest up to 20% of its total assets in fixed income securities (or instruments related to such securities) of issuers domiciled in emerging markets and denominated in US Dollar. Financial derivative instruments (i.e. investments the prices of which are based on one or more underlying assets) such as futures, forward contracts and swap contracts (including credit default swaps and total return swaps) may be used by the Fund for direct investment purposes or for efficient portfolio management purposes. The IM has discretion to select the Fund’s investments. Investors may use the ICE BofA US High Yield Master II Constrained Index to compare the performance of the Fund.

Keep reading the KID section ▾

The price of fixed income securities may be affected by changing interest rates which in turn may affect the value of your investment. Fixed income securities prices move inversely to interest rates. Therefore, the market value of fixed income securities may decrease as interest rates increase. The credit rating of an issuing entity will generally affect the yield that can be earned on fixed income securities; the better the credit rating the smaller the yield.

The return on your investment in the Fund is directly related to the value of the underlying assets of the Fund, less costs (see “What are the costs?” below). The relationship between the return on your investment, how it is impacted and the period for which you hold your investment is considered below (see “How long should I hold it and can I take my money out early?”).

The depositary of the Fund is State Street Custodial Services (Ireland) Limited. Further information about the Fund can be obtained from the latest annual report and half-yearly reports of the iShares III plc. These documents are available free of charge in English and certain other languages. These can be found, along with other (practical) information, including prices of units, on the iShares website at: www.ishares.com or by calling +49 89427295800 or from your broker or financial adviser.

Your shares will be accumulating shares (i.e. income will be included in their value). Your shares will be denominated in US Dollar, the Fund's base currency. The shares are listed and traded on various stock exchanges. In normal circumstances, only authorised participants may buy and sell shares directly with the Fund. Investors who are not authorised participants (e.g. select financial institutions) can generally only buy or sell the shares on the secondary market (e.g. via a broker on a stock exchange) at the then prevailing market price. The value of the shares are related to the value of the underlying assets of the Fund, less costs (see “What are the costs?” below). The prevailing market price at which the shares trade on the secondary market may deviate from the value of the Shares. Indicative net asset value is published on relevant stock exchanges websites.

Intended retail investor:The Fund is intended for retail investors with the ability to bear losses up to the amount invested in the Fund (see “How long should I hold it and can I take my money out early?”).

Insurance benefits:The Fund does not offer any insurance benefits.

From the KID’s “Objectives” section · 4 August 2026 · original document ↓
Text generated from the data the issuer declares in official product lists. No recommendation.

Quick reads

  • TER 0.35%: above the median of bond ETFs we track (0.15%).
Comparisons computed by Rebalix on the declared data in our census; they describe the past and are not indicative of future results.

Official documents

Key Information Document (KID)PDF in English, from the issuer’s site — always the latest filed versionProspectusPDF in English, from the issuer’s site — the fund’s full legal documentFactsheetPDF in English, from the issuer’s site — the fund’s monthly snapshot
The KID is the document the law requires you to read before investing: 3 pages covering risks, costs and scenarios. The link opens the issuer’s published PDF.

Fund performance

issuer-declared net asset value (NAV) · USD · from Dec 2025 to Sept 2026
Compare with another ETF
Only funds we hold a history for. Three at a time, at most.
Return
+3.8%
Annualised
+5.0%
Volatility (ann.)
3.0%
Max drawdown
-2.55%
-4%-1%+2%+4%+7%Dec 2025Feb 2026Apr 2026Jul 2026Sept 2026The break-even line: the value at the start of the period. Above it you are in gain, below in loss.break-even (0%)+4%Dec 2025Sept 2026
Note — currency risk: the fund is denominated (or hedged) in USD and the chart is in USD. For a euro investor, returns also depend on the EUR/USD exchange rate, up or down.
Tip: drag across the chart to zoom into a period.

Drawdown — distance from previous peak

This isn’t the return: it shows how far the fund is below its previous peak. 0% = you’re at the peak; below zero = how much you’re down and haven’t recovered yet.
0%-1%-2%-3%-4%20252026−2.55% · 27 Mar 2026
Max drawdown
-2.55%
peak → trough
Trough
27 Mar 2026
from the 19 Feb 2026 peak
Recovery time
18 days
recovery only: trough to break-even
Underwater
54 days
decline + recovery: peak to break-even · → recovered on 14 Apr 2026

The five worst falls in the period

From the peak ofTroughDepthBack to break-evenDays underwater
26 Feb 202627 Mar 2026-2.55%14 Apr 202647
08 May 202619 May 2026-0.78%26 May 202618
20 Apr 202629 Apr 2026-0.59%06 May 202616
16 Jul 202623 Jul 2026-0.58%04 Aug 202619
04 Jun 202605 Jun 2026-0.39%11 Jun 20267

Calendar-year returns

2025
0.8%
2026
3.0%
Source: iShares. Issuer-declared historical series; inflation: Eurostat and national statistical institutes, latest available July 2026 — for later days the index stays at the last published value (institutes publish with a few weeks’ lag). The «adjusted for inflation» view expresses value in today’s purchasing power for the selected country; volatility always stays nominal, as elsewhere on the site (deflating it would add artificial swings caused by the monthly cadence of the price index). Past performance is not indicative of future results: these are facts, not a recommendation.

Risk indicators· EUR

Full history
Volatility (ann.)5.37%
Max drawdown-2.98%
Sharpe0.63
Sortino0.91
Windows longer than the available price history cannot be computed and are not shown: they will appear on their own as time passes. Computed from the daily NAV series, always in nominal terms. Sharpe and Sortino use the ECB main refinancing rate averaged over the period (last year: 2.22%), weighted by days in force, as the risk-free rate. Same formulas as our public methodology: sample standard deviation annualised over 252 days; Sortino with downside deviation. Past performance is not indicative of future results. Figures in EUR — series converted day by day at ECB reference rates; the table follows the currency selected in the chart.

Duration and maturities

Duration · effective duration
3.02years

Price sensitivity to rates: the longer, the more the fund moves. What is duration →

Maturity breakdown (% of fund)
0–1 years
10.00%
1–2 years
5.81%
2–3 years
23.85%
3–5 years
40.88%
5–7 years
12.21%
7–10 years
4.75%
10–15 years
0.73%
15–20 years
0.98%
20+ years
0.10%
Cash and derivatives
0.68%

Source: product page iShares, data as of 20 August 2026. Values as declared by the issuer, not computed by us; updated with the monthly document.

Credit rating

How the portfolio is spread by credit quality: from AAA (strongest) downwards. More weight in the top buckets = lower risk that an issuer fails to pay, usually with lower yields.

Rating breakdown (% of fund)
BBB
0.29%
BB
55.19%
B
37.84%
CCC
4.48%
CC
0.35%
C
0.00%
D
0.00%
Not rated
1.16%
Cash and derivatives
0.68%

Source: product page iShares, data as of 20 August 2026. Values as declared by the issuer, not computed by us; updated with the monthly document.

Ratings are those the issuer assigns to portfolio holdings under its own methodology (usually the median of S&P, Moody’s and Fitch); scale and buckets are those of the original document.

Portfolio holdings

Securities in portfolio
259
261 total lines: 2 cash & derivatives
Top-10 weight
7.9%

Top 10 holdings

MPT OPERATING PARTNERSHIP LP / MPT 144A · MPW
1.07%
UNITI SERVICES LLC 144A · UNIT
0.82%
COMPASS GROUP DIVERSIFIED HOLDINGS 144A · CODI
0.75%
CAESARS ENTERTAINMENT INC 144A · CZR
0.75%
PG&E CORPORATION · PCG
0.75%
COMSTOCK RESOURCES INC 144A · CRK
0.75%
GALAXY HELIOS DATA CENTERS II LLC 144A · GALAXY
0.75%
QXO BUILDING PRODUCTS INC 144A · BECN
0.74%
RYAN SPECIALTY LLC 144A · RYASPE
0.74%
CORE SCIENTIFIC FINANCE I LLC 144A · CORZ
0.74%

Sectors

Corporates
98.4%
Cash and/or Derivatives
1.6%

Countries

AfghanistanAngolaAlbaniaUnited Arab EmiratesArgentinaArmeniaFrench Southern and Antarctic LandsAustralia: 1%AustriaAzerbaijanBurundiBelgiumBeninBurkina Faso: 0.7%BangladeshBulgariaThe BahamasBosnia and HerzegovinaBelarusBelizeBoliviaBrazil: 0.6%BruneiBhutanBotswanaCentral African RepublicCanada: 5.1%SwitzerlandChileChinaIvory CoastCameroon: 0.4%Democratic Republic of the CongoRepublic of the CongoColombia: 1.6%Costa RicaCubaCyprusCzech RepublicGermany: 0.3%DjiboutiDenmark: 0.7%Dominican RepublicAlgeriaEcuadorEgyptEritreaSpainEstoniaEthiopiaFinlandFijiFalkland IslandsFranceGabonUnited KingdomGeorgiaGhana: 0.4%GuineaGambiaGuinea BissauEquatorial GuineaGreece: 0.4%GreenlandGuatemalaFrench GuianaGuyanaHondurasCroatiaHaitiHungaryIndonesia: 0.6%IndiaIreland: 0.4%IranIraqIcelandIsraelItalyJamaicaJordanJapan: 2.4%KazakhstanKenyaKyrgyzstanCambodiaSouth KoreaKosovoKuwaitLaosLebanonLiberiaLibyaSri LankaLesothoLithuaniaLuxembourg: 0.5%LatviaMoroccoMoldovaMadagascarMexico: 0.9%MacedoniaMaliMyanmarMontenegroMongoliaMozambiqueMauritaniaMalawiMalaysiaNamibiaNew CaledoniaNigerNigeria: 0.6%NicaraguaNetherlandsNorway: 0.5%NepalNew ZealandOmanPakistanPanamaPeruPhilippinesPapua New GuineaPolandPuerto RicoNorth KoreaPortugalParaguayQatarRomaniaRussiaRwandaWestern SaharaSaudi ArabiaSudanSouth SudanSenegalSolomon IslandsSierra LeoneEl SalvadorSomaliaRepublic of SerbiaSurinameSlovakiaSloveniaSwedenSwazilandSyriaChadTogoThailandTajikistanTurkmenistanEast TimorTrinidad and TobagoTunisiaTurkeyTaiwanUnited Republic of Tanzania: 0.9%UgandaUkraineUruguayUnited States of America: 78.9%UzbekistanVenezuelaVietnamVanuatuWest BankYemenSouth Africa: 0.7%Zambia: 0.6%Zimbabwe
up to 1%1–5%5–15%15–30%over 30%
Hover a country for its percentage.
Top 7 countries
United States78.9%
Canada5.1%
Japan2.4%
Colombia1.6%
United Kingdom1.2%
Australia1%
Mexico0.9%
Download the full portfolio — Excel, 261 rows
Full portfolio declared by iShares, as of 31 August 2026: this is the summary. Percentages may not sum to 100 due to cash, derivatives and rounding.
Fund historyFund-assets (AUM) chart year by year and monthly basket snapshots.Open the history →

ETFs declaring the same index

FundTERIncomeFund size
HYUS · iShares · 5 classesnot on Borsa Italiana
0.20%Dist. · Acc.1.9 mld EUR
2 ETFs in our census declare this index (including this fund). Funds declaring the exact same index, word for word, in official product lists. Differently-worded variants (or other index versions) are not shown: a short list beats a wrong match. Sorted by TER. A dash “—” = not declared by the issuer in the files we read — not a zero.

Italian taxation

Effective rate on capital gains
26.00%
White-list share
0.00%
From the government-bond («white list») share certified by the issuer every semester: 12.5% on that portion, 26% on the rest.
Deep-dive into this fund’s taxation →

Stock exchange listings

ExchangeTicker
Euronext AmsterdamUHEB
SIX Swiss ExchangeUHEB
Trading venues from the official ESMA register (FIRDS); per-exchange tickers from the issuer’s tax documents and official listings. A dash “—” = that venue does not publish the item (ticker, currency or start date) in the sources we read. The same fund may trade in different currencies depending on the exchange: check the trading currency with your broker. Non-EU listings (e.g. UK, Mexico) not included.

Frequently asked questions

Which index does iShares $ High Yield Corp Bond Enhanced Active UCITS ETF track?
The issuer iShares declares the benchmark: ICE BofA US High Yield Constrained Index.
How much does UHEB cost?
The issuer-declared TER is 0.35% per year; the transaction costs estimated in the KID are 0.74%.
How is UHEB taxed in Italy?
On sale, the capital gain is taxed at an effective 26.00% rate (white-list share 0.00%): 12.5% on the government-bond “white list” portion, 26% on the rest.
What is the fund size of UHEB?
The fund size declared by iShares is about 26 million euro.
When was UHEB launched?
The fund was launched on 4 December 2025: it has been trading for 280 days: the page fills up as the issuer publishes data.
Is UHEB actively or passively managed?
It is an ACTIVELY managed ETF: the manager picks the holdings, it does not replicate an index. The declared benchmark (ICE BofA US High Yield Constrained Index) is a yardstick for comparison, not an index being tracked.
Does UHEB pay dividends?
No: it is an accumulating share class — income stays in the fund and is reinvested automatically (issuer wording: “Accumulating”).
Where does UHEB trade?
Per the official ESMA register it trades on 2 main exchanges, including Euronext Amsterdam (UHEB), SIX Swiss Exchange (UHEB).
What was UHEB's worst fall?
Over the available history (since 2025), the maximum drawdown was -2.55%, reached in March 2026. Past performance is not indicative of future results.
How many securities does UHEB hold?
The declared portfolio holds 259 securities (plus 2 cash & derivative lines); the top 10 positions weigh 7.9%.
Transparency note
The data in this sheet is declared by iShares in the issuer’s official files and endpoints, collected by Rebalix with a monthly refresh; taxation derives from the issuer’s tax documents (Italian Law Decree 138/2011). This is factual information for informational purposes only: it is not financial or tax advice, nor an investment recommendation. Read the fund’s KID and prospectus before investing.