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Showing 1 - 10 of 49 results for "Rate Notes"

TelstraSuper introduces new option, drops premiums

JAMIE WILLIAMSON  |  MONDAY, 26 JUN 2023
... providing a clearer description of the assets it invests in, being primarily government bonds, corporate bonds, floating rate notes, and mortgages or loans secured by property. Elsewhere, members will also benefit from reductions to their income protection ...

2023 will be better for bonds: Experts

CASSANDRA BALDINI  |  TUESDAY, 10 JAN 2023
... It said three "compelling" ways to gain exposure to floating rate instruments are through investment grade floating rate notes (FRNs), collateralised loan obligations (CLOs) and business development companies (BDCs). High yields have made a comeback ...

Aberdeen drops fees on fixed income fund

KANIKA SOOD  |  TUESDAY, 3 NOV 2020
... securities and others. At September end, about 79% of its portfolio was in fixed rate bonds, followed by 13.4% in floating rate notes, about 3% in inflation-linked bonds and about 4.8%% in cash and cash equivalents. The credit rating was AAA (about 56%) ...

Perpetual raising $440m for credit trust

KANIKA SOOD  |  MONDAY, 25 MAR 2019
... type, credit quality, loan maturity, country and issuer. Typical investments will include corporate bonds, floating rate notes, securitised assets and private debt (mainly corporate loans). The management cost is expected to be 0.88% per annum of the ...

SMSFs shifting focus for diversification

JAMIE WILLIAMSON  |  MONDAY, 22 JAN 2018
... Further, the amount invested in mFunds almost tripled over the 12 month period while money moved away from floating rate notes and options. Dale said SMSF investors were active in equity markets in 2017, with total portfolios up more than 15% on the ...

First XTB 'Floater' model portfolio launched

JAMIE WILLIAMSON  |  MONDAY, 7 AUG 2017
The first model portfolio of exchange-traded bond units linked to floating rate notes is now available to Australian and Asian retail investors. Quantifeed and XTB have partnered to deliver the XTB Active Cash Australia model portfolio, meeting growing ...

VanEck launches floating rate ETF

ALEX BURKE  |  TUESDAY, 20 JUN 2017
... VanEck Vectors Australian Floating Rate ETF, trading under the code FLOT, is based on a portfolio of Australian floating rate notes (FRNs), or short-term bonds with variable coupons tied to an interest-rate benchmark. The ETF is derived from the Bloomberg ...

Rising yields benefit active managers

KARREN VERGARA  |  FRIDAY, 19 MAY 2017
... instruments best-suited to different interest rate environments, he said.One option available is investing in floating rate notes which have minimal duration risk. "If you or your clients believe rates will indeed rise, a floating rate note will take ...

Smarter Money funds get Lonsec tick

ALEX BURKE  |  THURSDAY, 20 APR 2017
... one to 2% above the RBA cash rate after fees. It invests in Australian bank deposits and investment-grade floating-rate notes. Over the past five years the fund has delivered an excess return of 2.07% per annum. The Smarter Money Higher Income Fund ...

Managed accounts boost income by 77%: case study

JAMIE WILLIAMSON  |  FRIDAY, 4 NOV 2016
... income securities via an SMA structure, includes investment grade bonds, subordinated debt securities, hybrids, floating rate notes, inflation linked bonds, asset backed securities and residential mortgage backed securities. Results such as these are ...
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