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.


SA - MA - I
SA - E - G
SA - E - LC
G - MA - F
SA - IB - VT
G - E - G
SA - MA - F
R - MA - F
SA - RE - G
SA - MA - HE
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Disclaimer
Our unit trusts prices captured in and around the end of each month and are rounded off to the nearest full 1 cent.