FIIG - The Fixed Income Experts
 
 

Retail Investors Sample Bond Portfolio

 

With FIIG’s DirectBonds service, you can choose from over 600+ corporate and government bonds to build a portfolio and achieve a target return. Each month we compile a selection of our top bonds to provide an example portfolio for retail investors. To view the entire portfolios, click the download button.

With FIIG’s DirectBonds service, you can choose from over 600+ corporate and government bonds to build a portfolio and achieve a target return. Each month we compile a selection of our top bonds to provide an example portfolio for retail investors. To view the entire portfolios, click the download button.

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^Please note the indicative yield shown is the minimum expected yield to worst (YTW).

* Return is yield to maturity. Subject to change and before fees. Please see our FSG for any applicable fees.
† Weighted average life for maturity.

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An investment in notes, bonds or securities should not be compared to a bank deposit. Notes, bonds and securities have a greater risk of loss of some or all of an investor’s capital when compared to bank deposits. Past performance of any product described in any communication from FIIG is not a reliable indication of future performance. Forecasts contained in this document are predictive in character and based on assumptions, such as a 2.5% p.a. assumed rate of inflation (unless otherwise specified), foreign exchange rates, or forward interest rate curves generally available at the time, and no reliance should be placed on the accuracy of any forecast information. The actual results may differ substantially from the forecasts and are subject to change without further notice. FIIG may quote to you an estimated yield when you purchase a bond. This yield may be calculated by FIIG on either A) a yield to maturity date basis; or B) a yield to early redemption date basis. Some bond issuances include multiple early redemption dates and prices, therefore the realised yield earned by you on the bond may differ from the yield estimated or quoted by FIIG at the time of your purchase. The information in this document is strictly confidential. If you are not the intended recipient of the information contained in this document, you may not disclose or use the information in any way. No liability is accepted for any unauthorised use of the information contained in this document. FIIG is the owner of the copyright material in this document unless otherwise specified.

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