HomeAssetsiShares EUR Floating Rate Bond Advanced UCITS ETF EUR (Dist)
EFRN
ETF
Bonds

iShares EUR Floating Rate Bond Advanced UCITS ETF EUR (Dist)

Track sustainable EUR floating-rate corporate bonds from developed markets. For investors seeking ESG-aligned, interest rate-resilient fixed income exposure.

ISIN IE00BF5GB717TER 0.1% TERInception 27 Jun 2018Policy DistributingProvider iShares

See below how EuroFolio members build portfolios around EFRN, and which ETFs they most commonly pair with it.

How EuroFolio members use EFRN

EFRN is primarily paired with broad-market global equity ETFs like VGWL and SPYX, alongside various fixed-income instruments including government bond trackers like IE1A. Allocations to EFRN typically range from 20 to 25 percent within these portfolios. By holding floating-rate corporate bonds, investors are integrating a defensive layer that mitigates interest rate sensitivity while maintaining exposure to credit risk, which helps dampen the volatility inherent in the equity-heavy portions of these strategies.

The community usage of EFRN reveals a clear preference for using it as a stabilizer in portfolios with varying risk profiles. In the high-performing Mittelfristig 5 J Scalabel portfolio, EFRN serves as a core fixed-income component alongside global equities to achieve a strong Sharpe ratio of 1.41. Conversely, the GPo diy portfolio utilizes EFRN as a 20 percent hedge against a much more aggressive 78 percent equity allocation, highlighting its role as a flexible liquidity and risk-management tool that adapts to both balanced and growth-oriented investment mandates.

AI analysis of below portfolio data from our community only · Not investment advice · May 2026

Fund Details
Index TrackedBloomberg MSCI EUR FRN Corporate 3% Issuer Cap Bond Sustainable SRI
ReplicationPhysical
StrategyLong-only
Currency RiskCurrency unhedged
Fund DomicileIreland
Fund CurrencyEUR