17 min
255. Why bonds could be a better investment in 2023 FundCalibre - Investing on the go
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- Investing
The Aegon Diversified Monthly Income fund has the flexibility to pursue the most attractive income opportunities that its managers can find around the world. Co-manager Vincent McEntegart tells us more about the current opportunities for income seekers, focusing primarily on the fund’s rotation towards the bond market. Vincent tells us why the fund has been reducing banking exposure, infrastructure and real estate, in favour of investment grade and high yield bonds, and finishes by explaining how they are making money from the Brazilian currency.
What’s covered in this episode:
How the fund has maintained a yield of 5% for investorsWhy investment grade bonds are a bigger part of the portfolio todayWhy the fund has been reducing banking exposureBank equities versus bank bondsWhy the fund has reduced global equity exposureWhy property markets are struggling…and where the fund is investing insteadHow markets are influencing the portfolio’s stance How the fund manages currency riskWhy currency is like the share price of your economy
More about the fund:
The Aegon Diversified Monthly Income fund targets a yield of around 5% per cent year, which is paid monthly to investors. This is a truly diversified, multi-asset fund, with a mixture of bond, equity, property and alternative exposure. The fund is well-resourced and well supported by a 12-strong multi-asset team and other specialist asset-class teams across the group.
Learn more on fundcalibre.com
Please remember, we’ve been discussing individual companies to bring investing to life for you. It’s not a recommendation to buy or sell. The fund may or may not still hold these companies at the time of listening. Elite Ratings are based on FundCalibre’s research methodology and are the opinion of FundCalibre’s research team only.
Learn more on fundcalibre.com
Please remember, we’ve been discussing individual companies to bring investing to life for you. It’s not a recommendation to buy or sell. The fund may or may not still hold these companies at the time of listening. Elite Ratings are based on FundCalibre’s research methodology and are the opinion of FundCalibre’s research team only.
The Aegon Diversified Monthly Income fund has the flexibility to pursue the most attractive income opportunities that its managers can find around the world. Co-manager Vincent McEntegart tells us more about the current opportunities for income seekers, focusing primarily on the fund’s rotation towards the bond market. Vincent tells us why the fund has been reducing banking exposure, infrastructure and real estate, in favour of investment grade and high yield bonds, and finishes by explaining how they are making money from the Brazilian currency.
What’s covered in this episode:
How the fund has maintained a yield of 5% for investorsWhy investment grade bonds are a bigger part of the portfolio todayWhy the fund has been reducing banking exposureBank equities versus bank bondsWhy the fund has reduced global equity exposureWhy property markets are struggling…and where the fund is investing insteadHow markets are influencing the portfolio’s stance How the fund manages currency riskWhy currency is like the share price of your economy
More about the fund:
The Aegon Diversified Monthly Income fund targets a yield of around 5% per cent year, which is paid monthly to investors. This is a truly diversified, multi-asset fund, with a mixture of bond, equity, property and alternative exposure. The fund is well-resourced and well supported by a 12-strong multi-asset team and other specialist asset-class teams across the group.
Learn more on fundcalibre.com
Please remember, we’ve been discussing individual companies to bring investing to life for you. It’s not a recommendation to buy or sell. The fund may or may not still hold these companies at the time of listening. Elite Ratings are based on FundCalibre’s research methodology and are the opinion of FundCalibre’s research team only.
Learn more on fundcalibre.com
Please remember, we’ve been discussing individual companies to bring investing to life for you. It’s not a recommendation to buy or sell. The fund may or may not still hold these companies at the time of listening. Elite Ratings are based on FundCalibre’s research methodology and are the opinion of FundCalibre’s research team only.
17 min