The median FIIG client received a 9.08%* rate of return net of fees, proving it’s been a good year for bond investors. With FY25 now behind us, we look at the returns FIIG clients received from their bond portfolios and the ways in which better returns were generated in this article.
Direct Bond ownership accessed through the OTC market offers higher returns from a risk-reward perspective, better diversification, the ability to tailor a fixed income portfolio to meet investors needs, and many more benefits.
The taxation of fixed income investments is complex as it depends on the type of security, how it’s structured, and whether any gain is treated as ordinary income or a capital gain.
General
New issues update
When assessing a company from a bond perspective, despite some similarities, there are also some critical differences to the criteria we use for assessing a company for equity investments.
Bonds are always lower risk than shares in the same company but do carry some of the same risks. They also have unique risks that can be used to your advantage under various economic conditions.
Trade opportunities
We've updated our Sample Portfolios for the month.
General
New issues update
IABs offer protection against inflationary pressures, making them a crucial allocation during times of high inflation, but also offering many other benefits too. Here we discuss how they work and why they’re considered a core portfolio holding.
It’s important for investors to periodically review their portfolios and make sure it is still fit for purpose and behaving as the investor intends. Coming up to the close of the financial year or soon after it has closed off is an ideal time to review your portfolio as there is a hard milestone for tax purposes and also for valuations.