facebookWhat is your view on Bond based Unit Trusts? - Seedly

Advertisement

What is your view on Bond based Unit Trusts?

Hi All,

Experts here, I would like to know your view on Unit trusts based on bonds such as the ones listed below. They are down around 2-2.5 % YTD. Should these be sold at a loss or there is chance for turm-around in these funds. Is the idea good to liquidate these UTs and buy equity based UTs. Thanks in advance for your valueable feedback.

Eastspring Investments Singapore Select Bond Fund A
Manulife Singapore Bond Fund A
Schroder Singapore Fixed Income Fund A
UOBAM United Singapore Bond Fund - Class A SGD Acc

Please note the entry in these unit trusts was made at the start of the year.

Discussion (14)

What are your thoughts?

Learn how to style your text

Personally, income based 'investment' should be an essential part of our portfolio.

The objective for this portion of the fund is to generate steady income for long terms. No one can promise your other investment will definitely grow although history have shown it. That's history, market has no law to obey history.

As for hedging, it seems that bonds are not doing a good job now. Gold may be a better optio.

Besides bonds, if you are Singaporeans or PRs, you would have a better tool -- CPF. Can consider annual $7k top up + $15300 SRS. Reduce tax along the way too.

Ang Yee Gary

20 Aug 2021

Medicine at National University Of Singapore

Interest rate is going up so bond prices will go down

Either U avoid bonds or buy bonds with shorter duration

Tan Choong Hwee

16 Aug 2021

Investor/Trader at Home

It depends on how you see the bond funds in your overall investment portfolio. Is it the fixed incom...

Write your thoughts

Advertisement