IPOX® Bond Indexes

The IPOX® Bond Indexes provide investors with an innovative way to access the corporate bond market through a carefully selected portfolio of debt securities issued by companies in the IPOX® Universe, including New Listings (such as IPOs, Direct Listings and Spin-offs) and firms that have acquired recent IPOs ("IPO M&A"). This market value-weighted index serves as the foundation for constructing customizable sub-indexes focused on various maturity, credit quality, sector, and geographic segments.

IPOX® offers three main bond index products:

  1. The IPOX® Aggregate Bond Index (Ticker: IPOXTD) is a comprehensive, market value-weighted index that tracks the performance of both investment grade and high yield corporate bonds issued by IPOX® Universe companies. It serves as the underlying portfolio for the other sub-indexes. (Factsheet)

  2. The IPOX® High Yield Bond Index (Ticker: IPXUHYG) provides targeted exposure to the high yield segment of bonds issued by IPOX® Universe companies. It offers the potential for attractive yields and total returns for investors willing to take on additional credit risk. (Factsheet)

  3. The IPOX® Liquid Investment Grade Bond Index (Ticker: IPXULQD) focuses on the highest credit quality segment of corporate bonds issued by IPOX® Universe companies. It aims to provide a balance of income generation and capital preservation. (Factsheet)

Some key potential benefits of the IPOX® Bond Indexes include:

  • Targeted exposure to the economically significant New Listings sector

  • Diversification across security types from large "IPO M&A" acquirers to recent IPOs

  • Potential for attractive income generation and risk-adjusted returns

  • Transparency, liquidity and scalability of the index-based approach

  • Customizable indexes to meet specific investor objectives

For more details on the groundbreaking IPOX® Bond Indexes please contact the IPOX team.