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Global bonds (safer mix)

AGGG.LΒ·iShares Core Global Aggregate Bond UCITS ETF
Tracks Bloomberg Global Aggregate

Bonds, not stocks. When you own this, you're lending money to thousands of governments and big companies around the world, who pay you back with interest. Lower expected return than stocks, but also smaller ups and downs: typically used to smooth out a portfolio. Pays out the interest as cash quarterly.

Annual fee
0.10%
per year
Risk level
Low
Dividends
Paid out
as cash
Provider
iShares
-over the past year
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Worst drop
-
Volatility / yr
-
Annual fee
0.10%
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Returns shown in USD (your base currency). Past performance is not a reliable guide to future results.

What's good
  • Cushions losses when stocks fall: diversifier
  • Steady interest income from thousands of borrowers
  • Very cheap (0.10%) for a global bond fund
Watch out for
  • Lower long-term returns than stocks
  • Bonds fell hard in 2022 when rates jumped: not risk-free
  • Pays interest out: extra admin (Acc sister is AGGU.L)

About this fund

Broad global bond exposure covering investment-grade government, corporate and securitised debt across developed and emerging markets. Distributing; the Acc sister AGGU.L (IE00BDBRDM35) is recommended for long-term sims.

Interactive Brokers

Available on Interactive Brokers

Low-cost access to Global bonds (safer mix) and 10,000+ funds worldwide.

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Themes
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Frequently asked questions

Is AGGG.L accumulating or distributing?

iShares Core Global Aggregate Bond UCITS ETF (AGGG.L) is a distributing ETF, so it pays its dividends out to you as cash, usually a few times a year. If you would rather have dividends reinvested automatically, look for an accumulating share class of the same index.

What is the annual fee (TER) for AGGG.L?

AGGG.L has a total expense ratio (TER) of 0.10% per year. On a $10,000 holding that is roughly $10 a year, charged inside the fund rather than billed to you separately. A lower fee leaves more of the return compounding for you over time.

Can I buy AGGG.L on Interactive Brokers?

Yes. AGGG.L trades on LSE, USD and is available to investors worldwide through Interactive Brokers (IBKR). IBKR is the most popular way to buy UCITS ETFs because of its low FX conversion cost (around 0.03%) and low trading commissions.

What does AGGG.L invest in?

iShares Core Global Aggregate Bond UCITS ETF (AGGG.L) tracks the Bloomberg Global Aggregate. Bonds, not stocks. You buy one fund and get the whole basket in a single trade.

Is AGGG.L a UCITS ETF, and where is it domiciled?

Yes, AGGG.L is a UCITS ETF domiciled in Ireland. For non-US investors, Irish-domiciled UCITS ETFs are usually preferred over US-domiciled ones: US dividend withholding tax is 15% under the tax treaty (versus 30% on US-domiciled funds for many non-US investors), and the holdings sit outside US estate tax.

How risky is AGGG.L?

On the TickerCompare 1 to 5 scale, AGGG.L is rated low risk (2/5), based on how much its price has moved historically. Higher-risk funds can fall further in a downturn, so match the choice to your time horizon and how much volatility you can stomach.