Strategic opportunities in Fixed Income: A Portfolio Opportunity
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        Strategic opportunities in Fixed Income: A Portfolio Opportunity

  Sasfin Asset Managers   Q3 of 2024 | 7 months ago

Fixed Income as an Asset Class has historically been used as a more defensive asset in portfolio construction. The total return of bonds is comprised of two components, the income stream and the capital / price movements of the asset. In South Africa, the average income paid out from bonds (All Bond Index) is approximately 10.5%. When bond yields decrease the price goes up and vice versa - this is the capital return component of a bond. Based on current forecasts, bonds are expected to return between 15 and 20% over the next 12 months.


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G - MA - F
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R - MA - F
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SA - MA - HE
Did You Know ?

The first preference share ETF , Grindrod PrefTrax ETF listed on the JSE in 2012.

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Disclaimer
Please note that unit trusts investmets are generally classified as long-term investment products not suitable for trading and speculation.