Enhanced Yield Portfolio
Overview
The objective of the portfolio is to generate a higher return than our conservative yield option.
This portfolio will take on more risk than our conservative yield variant but should still not exhibit significant volatility. This results in a risk profile between cash and equity-like risk, and is most suitable for a Credo risk rating Growth.
Factsheet Fixed Income BrochureDiversified portfolio
Invests in a diversified portfolio of corporates bonds
Optimum timeframe
A medium timeframe until the bonds’ respective maturities with an average timeframe of 3-5 years
Higher yield bonds
The portfolio is likely to include some exposure to high yield bonds
Financial sector weighting
The portfolio is likely to contain a substantial weighting to the financial sector (i.e. banks and insurers)
Subordinated debt
To increase the yield, the portfolio will have a higher weighting to subordinated debt and can include callable bonds