Strategic opportunities in Fixed Income: A Portfolio Opportunity
Where I Am? | Viewer ==> Strategic opportunities in Fixed Income: A Portfolio Opportunity

Sasfin Asset Managers

  Sasfin Asset Managers   Q3 of 2024 | 2 years 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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Did You Know ?

Asset manager Allan Gray UT Manco was founded by the same person Allan Gray in 1973.

in 2010s SIM Money Market Fund unit trusts enjoyed being ranked the biggest unit trusts fund till its dissolution.

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Disclaimer
All the information presented in this website is generally geared towards educational content , so it does not constitute a personal investment advice.