Private credit’s growth opportunities take shape
Neil Odom-Haslett discusses the future of private credit and what it could mean for investors.
Important information.
Important Information
- The Fund invests in debt and debt-related securities issued by corporations and governments anywhere in the world (including in emerging market countries) with a maturity of up to 5 years, including sub-sovereigns, inflation-linked and convertible bonds.
- The Fund is therefore exposed to risks associated with debt securities, sovereign debt, investing in sub-investment grade debt and/or unrated debt securities, emerging markets, exchange rates and securities lending transactions.
Why invest in Short Dated bonds?
Attractive returns over cash
Step out of cash with higher portfolio yield and income1,2
Positioning for a falling interest rate environment
Capital gains as bond prices set to rise during the interest rate cutting cycle
Lower risk
Positive returns in 9 out of the last 10 years with minimal drawdown3
Key benefits investing in abrdn’s Short Dated Enhanced Income Fund
Enhanced income
Receive an average monthly payout of 5.8% p.a4
Aim at monthly distribution. Dividend rate is not guaranteed. Dividend may be paid out of capital. Please refer to Important Information 4.
Price stability
Maximum portfolio duration of 2 years and minimum average portfolio credit rating of A-
Liquidity
No lock-in period with ultra liquid investments
Fund information
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1Source: Bloomberg, 30 Jun 2024, cash represented by United States Secured Overnight Financing Rate (SOFR).
2Source: abrdn, 31 Jul 2024.
3Source: ICE, 31 Dec 2023, based on ICE BofA 1-3 Year Global Corporate Index.
4Source: abrdn, 30 Jun 2024, based on annualised yield of A Gross MIncA USD share class, historical average over July 2023 to June 2024. Annualised Yield = (Dividend per share/Price (ex-dividend)) x 12 (months) x 100%. A positive distribution yield does not imply a positive return.
This website is strictly for informational purposes only and does not constitute an offer to sell, or solicitation of an offer to purchase any security, nor does it constitute investment advice, investment recommendation or an endorsement with respect to any investment products.
Bloomberg data are for illustrative purposes only. No assumptions regarding future performance should be made.