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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At Pendal Group, our vision is to combine the benefits of our strong institutional foundation and performance-focused culture with a multi-boutique specialist investment approach. We believe this approach firmly positions Pendal to achieve outstanding risk-adjusted returns for our investors, and deliver strong growth for our shareholders. Pendal Group is listed on the Australian Securities Exchange and manages A$62.05 billion (31 March 2014) for investors.
Pendal Group
Pendal Group
At Pendal Group, our vision is to combine the benefits of our strong institutional foundation and performance-focused culture with a multi-boutique specialist investment approach. We believe this approach firmly positions Pendal to achieve...
Pendal Group
Pendal Group
At Pendal Group, our vision is to combine the benefits of our strong institutional foundation and performance-focused culture with a multi-boutique specialist investment approach. We believe this approach firmly positions Pendal to achieve...
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