The 3 Golden Questions Investors Must Ask Before Chasing Yield - Head of Income & Fixed Interest Vimal Gor tells investors where to start

Pendal Group

Pendal Group

The 3 Golden Questions Investors Must Ask Before Chasing Yield - Head of Income & Fixed Interest Vimal Gor tells investors where to start. Do income fund investors really know what they're getting themselves in to? Many fund managers proclaim their product can deliver income in all conditions, yet the GFC made examples of many. Right now, when conditions are seemingly benign, investors must remember the golden questions to ask of income funds: 1. What type of credit is in the fund? In benign to positive market environments, riskier credit equals higher returns. In negative markets, higher quality credit trumps lower quality. 2. What's the average credit rating of the fund? Understand the underlying risk levels and drawdown potential. 3. What's the average maturity of the fund? Understand how sensitive the fund will be to the performance of the general credit market. Read more here (VIEW LINK)


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