Wisdom Tree offers short-duration SHAG to investors

By John Kenchington

Added 19th May 2017

Wisdom Tree has united with Bloomberg Barclays to launch SHAG, an exchange-traded fund (ETF) targeting short-duration US fixed income.

Wisdom Tree offers short-duration SHAG to investors

The group announced the launch in a press release “making the case for SHAG in a rising-rate environment”.

The Wisdom Tree Barclays Yield Enhanced US Short-Term Aggregate Bond Fund (SHAG) will aim to boost income levels for investors.

The ETF will draw on bonds listed in the Bloomberg Barclays US Aggregate Index, but aim to reduce interest-rate risk and boost yield by specially reweighting components within the index.

It will overweight credit securities and underweight low-yielding treasuries.

"SHAG quick facts" include a net expense ratio of 0.12% and the fact it will be US-dollar denominated, the group said.

“In a market environment where every basis point counts, overweighting treasuries might not be your first stop on the road to income,” said Kevin Flanagan, senior fixed income strategist at WisdomTree.

“SHAG may serve as a powerful tool for investors seeking to navigate a potential rising rate environment.”

Unfortunately SHAG may be out of reach for many British investors, with the fund set to be listed on the US’s BATS Exchange which has its main headquarters in Kansas.


Kames Income Hub


Vincent McEntegart, manager of the Kames Diversified Monthly Income Fund, explains how he aims to deliver a stable and sustainable income of 5% p.a.*, paid monthly, by investing in a range of asset classes

Square Mile Research

Premier Multi Asset Global Growth - Alex Farlow
Premier Multi Asset Global...

Talking Factsheets is a video service for users...

Visitor's Comments Add your comment

Add Your Comment

We won't publish your address



Investment Strategy




PA Dublin October 2017
PA Dublin October 2017

Tuesday 10 October
Westbury Hotel, Dublin

PA US 2017
PA US 2017

Tuesday 17 October
Furniture Makers' Hall

PA Channel Islands November 2017
PA Channel Islands November 2017

Tuesday 14 November
Royal Yacht Hotel, Jersey

PA Alternative Ucits November 2017
PA Alternative Ucits November 2017

Tuesday 7 November 
Furniture Makers' Hall

Sponsored Content