Reasons to believe: time for fixed income
As interest rates drop and inflation cools, we assess the most promising segments of the fixed income market.
Step out of cash with higher portfolio yield and income1,2
Capital gains as bond prices set to rise during the interest rate cutting cycle
Positive returns in 9 out of the last 10 years with minimal drawdown3
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.
Maximum portfolio duration of 2 years and minimum average portfolio credit rating of A-
No lock-in period with ultra liquid investments
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.
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Bloomberg data are for illustrative purposes only. No assumptions regarding future performance should be made.