NEAR: iShares Short Duration Bond Active ETF

NEAR ETF Review

iShares Short Duration Bond Active ETF (NEAR) seeks total return in excess of the reference benchmark.

Diversify a Traditional Bond Portfolio: NEAR is a multi-sector fund that offers diversified sources of income by investing in floating rate bonds, fixed rate bonds, and securitized assets.
Generate Excess Returns: NEAR is actively managed and seeks a total return in excess of the fund’s reference benchmark while maintaining a duration of less than 3 years.
Reduce Interest Rate Risk: NEAR’s shorter maturity profile may help shorten duration in a portfolio and offer some protection against rising rates.

Nic Tustin, BA Econ

I used my experience from Sunlife, BMO, TD, Edward Jones and Canada Life to create apps to help investors pay fewer fees and income tax. I have a degree in Economics from the University of Waterloo, and financial industry designations such as the CSC, CPH, LLQP & WME. I primarily focus on tactical asset allocation by actively balancing portfolios to reduce market risk. I’ve built my business on a foundation of integrity, due diligence and innovation.