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| | | ... managers showed some signs of skill, with several funds consistently outranking their peers in the medium term. Australian bond funds proved "notably better persistence." Of the 17 top-quartile funds in 2023, seven (41.2%) remained in the top quartile ... |
| | | | ... in response to geopolitical and macro-economic shocks, which can wreak havoc on portfolios and retiree savings. Equity and bond market selloffs, such as that of March 2026, or the outbreak of the Russia / Ukraine conflict in 2022, are recent examples ... |
| | | | ... fund said. However, income return was a major contributor to performance over the month, offsetting the impact on rising bond yields. At the time, the strategy continued to "collect a healthy running yield generated from the underlying fixed rate and ... |
| | | | ... Diversified Bonds' assets. Half of the Diversified Bonds option tracks the Bloomberg Ausbond Composite All Maturities Bond Index, while the other half tracks the 50% Bloomberg Global Treasury Index (hedged in AUD). The Diversified Bonds option aimed ... |
| | | | ... spread." Where he has been noticing a bigger dislocation that is better on a risk-adjusted basis has been in the government bond markets around the question of how central banks would adjust monetary policy in reaction to higher oil prices. At the start ... |
| | | | ... and institutional collaboration, APL positioning, and driving further adviser adoption of Generation Life's investment bond and investment-linked lifetime income solutions. He previously worked in senior roles at Ignition Advice, Financial Advice ... |
| | | | ... has launched its fourth defined income active ETF, now available on ASX's AQUA market. The 2031 Fixed Term Corporate Bond Active ETF (ASX: 31BB) will provide investors with exposure to a diversified portfolio of high yielding, fixed-rate, Australian ... |
| | | | ... floating and government in individual weights determined by our SAA and do not just use a single sleeve like the composite bond index," VanEck said. "Each of the three Core+ funds has been calibrated to meet a different risk-return objective and aims ... |
| | | | ... reliable, safe haven is the "humble cash account". "When share markets were falling recently, gold prices were also falling. Bond prices were falling. These are traditional safe havens," he said. Pearce added that while it is true that "cash is king" ... |
| | | | Australian Unity will include 11 Betashares ETFs on its Lifeplan Investment Bond menu, the first time ETFs have been accessible via its investment bond range. The 11 Betashares ETFs added to the menu invest across growth and defensive assets, spanning ... |
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