What is SUSC?

SUSC tracks an index of USD-denominated, investment-grade, corporate debt, selected based on positive ESG characteristics. Holdings are optimally weighted to provide a similar risk and return characteristics of the Bloomberg US Corporate Index.

PERFORMANCE [as of 03/29/23] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
SUSC -- -- -- -- -- -- --
SUSC (NAV) 1.73% 2.16% 2.61% -6.42% -0.65% 1.24% --
Bloomberg MSCI US Corporate ESG Focus Index 1.68% 2.20% 2.41% -6.18% -0.29% 1.52% --
ICE BofAML US Corporate Index 1.59% 2.36% 2.47% -5.59% -0.18% 1.48% 2.25%
All returns over 1 year are annualized. All returns are total returns unless otherwise stated.

SUSC Factset Analytics Insight

SUSC is positioned to be a building block for investors looking to structure their own ESG focused portfolio. The fund tracks a corporate bond index that considers each issuer’s environmental, social, and governance practices. Companies involved in tobacco or controversial weapons are excluded. The fund also avoids firms subject to severe business controversies (such as anti-competitive, environmental, or health and safety issues) in the past three years. The remaining bonds are rated according to a quantitative ESG rating methodology developed by MSCI ESG Research. The ratings consider key ESG-related risks and opportunities by industry, such as climate change, resource scarcity, or demographic shifts. Final selection and weighting are done by an optimizer, which maximizes exposure to positive ESG traits while retaining market-like risk and return. SUSC holds corporate debt with at least one year remaining to maturity. Non-US issues are included, but all bonds must be US dollar-denominated.

SUSC Summary Data

Blackrock
07/11/17
0.18%
$977.56M
Bloomberg MSCI US Corporate ESG Focus Index
ICE BofAML US Corporate Index
Open-Ended Fund

Peers

ICE BofAML US Corporate Index

Fund Flows

-$0.03B 5 Days
-$0.14B 30 Days
+$0.15B 90 Days

SUSC Portfolio Data

7.00
--
5.51%
N/A
--

SUSC Index Data

Bloomberg MSCI US Corporate ESG Focus Index
Principles-based
Principles-based
ICE BofAML US Corporate Index