Do Fixed Term Bond Funds Deliver on Their Promises?
Wealth professionals may want to understand the gap between expected and delivered yield in fixed term bond funds, and how ETF competition may influence product design and investor outcomes.
Summary
By the bonds & fixed income deskThis podcast episode discusses fixed term bond funds, including their appeal and why investors do not always get the yield they expect from them. It also considers how low-cost ETFs may be pushing the industry in a more investor-friendly direction, with a reference to a Morningstar paper on European fixed-term bond funds.
- The episode explains the appeal of fixed term bond funds.
- It discusses why investors do not always get the yield they expect from these products.
- It considers how low-cost ETFs might be pushing the industry in a more investor-friendly direction.
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