Rathbones Asset Management’s Post

Advantage #7 of Investing in a Note Fund: Liquidity Options While investing in real estate assets is typically seen to be illiquid, firms offering real estate-backed note funds may offer multiple term lengths with different liquidity options and targeted returns. For example, PPR’s fund options include terms ranging from 6 months (6%) to 36 months (12%), so investors can balance a shorter-term (more liquid), lower-rate option with a longer-term, higher-rate option to give them flexibility. To learn more about investing in note funds, click below to view the full article: https://rebrand.ly/1n818ld

Advantage #7 of Investing in a Note Fund: Liquidity Options While investing in real estate assets is typically seen to be illiquid, firms offering real estate-backed note funds may offer multiple term lengths with different liquidity options and targeted returns. For example, PPR’s fund options include terms ranging from 6 months (6%) to 36 months (12%), so investors can balance a shorter-term (more liquid), lower-rate option with a longer-term, higher-rate option to give them flexibility. To learn more about investing in note funds, click below to view the full article: https://rebrand.ly/1n818ld

Active management may be making a comeback, but at Belle Haven Investments, we've unwaveringly adhered to our consistent and repeatable active management process since 2002. If you're looking to enhance your fixed income portfolio and maximize your investment potential, partner with an active manager like Belle Haven Investments. By leveraging our expertise, experience, and unique investment approach, we are able to uncover hidden opportunities as we aim to generate higher returns for your clients. Additionally, we offer premium personalized service, extensive customization options, and strategic insights to support and elevate your practice. #bonds #fixedincome #smas #funds #activemanagement #investing #assetmanagement #munis #muniland https://lnkd.in/enE6ERu8

*How to select the best Mutual Fund* Investors can select the best mutual fund followed by these 7 steps 1.Portfolio Composition. 2.Income Composition. 3.Net assets. 4.Gross income as a percentage of net assets. 5.Expense ratio. 6.Realised gains per unit. 7.Unrealised appreciation per unit. #mutualfundinvestment #fundamentalanalysis #stockmarketeducation #financialanalysis

Barings managing director Chris Ellis, will speak at next week's Fixed Income Market Focus event in London in a workshop titled 'Global High Yield Bonds: Can the Winning Streak Continue?' Chris will provide an overview of the asset class against a broader global context and explore the downside risks versus the opportunity presented by the market today. Secure your place today to gain insights from Chris and a variety of other fixed income fund managers: https://lnkd.in/e5Ywa6Mj #bonds #funds #fundmanagement #investors #financialservices #investmentmanagement #investmentweekevents #investmentweek

Actively managed bond funds seem to be back in 2024 but are still hard to compete with money market funds that are paying 5%. Higher interest rates are working in the favor of savers right now, but there is plenty of potential in actively managed funds. However, the skill of the fund manager is what will separate the wheat from the tares and it's not a good strategy for inexperienced managers. You'll need to find one who can uncover undervalued bonds and adjust the portfolio mix with the anticipated changes to interest rates. #ActiveBondFunds #BondMarket #InvestingStrategy

Did you catch the Investment Markets Investor Webinar? CPF Executive Director, Joe Christie, presented at the webinar last week. Joe's presentation "Is a 14% p.a. return adequate for a high yield property fund?", discussed risk and the type of return you are receiving i.e. where you sit in the capital stack, whether the return is akin to equity returns or debt-based interest income. You can catch the recording of his presentation by clicking the link: https://lnkd.in/gDHfims2 #Webinar #Investments #KnowledgeSharing #InvestmentMarkets #propertydebtfunds #nonbanklending #riskadjustedreturns #equityvsdebt #firstmortgagesecurity #mezzaninedebt #capitalstack

Bolstered by increasing participation of households, the 𝐚𝐬𝐬𝐞𝐭𝐬 𝐮𝐧𝐝𝐞𝐫 𝐦𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭 (𝐀𝐔𝐌) of the 𝐦𝐮𝐭𝐮𝐚𝐥 𝐟𝐮𝐧𝐝 (𝐌𝐅) 𝐢𝐧𝐝𝐮𝐬𝐭𝐫𝐲 𝐠𝐫𝐞𝐰 𝐛𝐲 35.5 𝐩𝐞𝐫 𝐜𝐞𝐧𝐭 𝐝𝐮𝐫𝐢𝐧𝐠 2023-24. This sharp growth has been primarily driven by inflows into equity-oriented schemes.

#Poll: What is your primary criterion for selecting a fund? Vote now! Whether it's past performance or an #assetmanager’s reputation, your answer helps us better understand the most prevalent reasons for driving the selection process at present. #Finance #FundSelection #Investments #FundSelectors #InvestmentStrategy https://lnkd.in/dnJ6Tt-b

core funding is everything, then comes the core assets and then expenses control