Apiary Capital LLP’s Post

SEBI approves new asset class for HNIs, passive fund framework; rights issue timeline slashed: 5 key highlights https://lnkd.in/gvuGhnE6

𝐅𝐈𝐈𝐆 𝐀𝐮𝐬𝐭𝐫𝐚𝐥𝐢𝐚𝐧 𝐁𝐨𝐧𝐝 𝐅𝐮𝐧𝐝 𝐈𝐦𝐩𝐫𝐞𝐬𝐬𝐞𝐬 𝐨𝐧 𝐃𝐞𝐛𝐮𝐭 The FIIG Australian Bond Fund (Fund) was launched on October 1, 2023, strategically timed to leverage the elevated entry yields observed in long benchmark government bonds, reaching levels not witnessed in nearly a decade. During its inaugural quarter of operation, investors reaped the rewards of a subsequent rally in interest rates, coupled with stellar portfolio management that yielded substantial excess returns above the benchmark index. Our Head of Distribution, Adam Kirk, caught up with FIIG’s Head of Portfolio Management, Kieran Quaine, who alongside Portfolio Manager Megan Romeo, discuss the performance of the Fund during the first quarter of operation. Read the full interview here:  https://bit.ly/4aYnMoS or Learn more about the Fund here:  https://lnkd.in/dVuQvXZw #fiigsecurities #portfoliomanagement #bondfund #fund #fiigaustralianbondfund

Learn more about the tax benefits of investing in a Qualified Opportunity Zone Fund by registering for this CPA Academy Webinar, presented by SF QOZ Fund this week! REGISTER TODAY!

The Actively Managed ETF revolution continues to gain traction globally and right here in our own back yard. Excited about our listing next week and the prospects of this new investment vehicle. #portfoliomanagement #assetmanagement #fixedincome

Should be interesting and worth looking into

Off the back of delivering healthy returns for investors in our Dynamic Income Fund, PortfolioMetrix will be launching an Actively Managed ETF next week. By replicating the #DynamicIncomeFund strategy in an ETF, it will provide a broader set of investors with access to a well-engineered income solution.   As Phil mentioned to Citywire South Africa (article link below), "The major need is from stockbrokers in South Africa who have struggled to get access to the high yielding bonds we hold or are not experts in bonds." #AMETF #income #etf #PMX

With nearly 100 interval fund products in today’s marketplace, interest in interval funds does not seem to be slowing down as dozens of these alternative investment vehicles currently await registration. That’s why CEFA.com now offers comprehensive interval fund data and education, thanks to Calamos Investments, First Trust, Franklin Templeton Investments, FS Investments, Nuveen, a TIAA company, and Brookfield Oaktree Wealth Solutions. Start exploring: https://lnkd.in/gAsxf6Eq What interval fund content would you liked to see added to CEFA.com? #closedendfunds #cef #intervalfunds #alternativeinvesting #investmentmanagement #invest #investing 

Five Criteria for Investors to Evaluate a QOZ Fund - Qualified Opportunity Zones (QOZ) were first introduced in 2017 by the Tax Cuts & Jobs Act. This allowed investors the ability to invest their realized capital gains from prior investments into economically distressed areas. https://hubs.ly/Q02M0Y4x0

Mirae Asset Tax Saver, an equity-linked savings scheme (ELSS), is a compelling option for tax-saving mutual fund investments. With a flexi-cap strategy, it maintains diversified exposure across sectors and market capitalisation, impressing investors consistently since its inception in December 2015. Fund manager Neelesh Surana's adept market capture reflects in the fund's performance, delivering a 20% compounded annual growth rate (CAGR) over seven years. This ELSS offers tax savings with the potential for attractive returns. Read More: https://lnkd.in/dG2_gQZ6 Mirae Asset Mutual Fund (India) #MiraeAsset #TaxSaver #ELSS #TaxSaving #MutualFund #EquityLinkedSavingsScheme #MarketCapitalization #ImpressiveReturns

Have you heard of the New Asset Class proposed by #SEBI to bridge the gap between #MutualsFunds and #PMS? Then watch our new YT video with Mr. Gautam Kalia, CAIA (Head of #SuperInvestor #Sharekhan) to find out the details and benefits of this #NewAssetClass Link- https://lnkd.in/dKqja_aY