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 ?

Coronation Fund Managers was founded in 1993, by 18 group of investment professionals.

In 2021, 1st Fusion AM ceased to operate unit trusts, tranfering its existing 3 funds to Stonewood AM.

Asset manager Investment Solutions was rebranded Alex Forbes Investments in 2017.

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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.