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Yield Matters   

24 April, 2018

Continued strong performance from XTB portfolios
Up to 5.4% p.a. total return, after fees

Q1 2018 Performance Reports for XTB portfolios and SMAs now available.
XTB portfolios continue to outperform the Credit Index (5.4% vs 4.16%). They also perform well when compared to the most popular bond ETFs, which delivered between 2.99% and 4.04%, before fees, over the same period. 
12-month performance to 31 March 2018.
VIEW PERFORMANCE REPORTS

Australia's first 'green' fixed income managed portfolio
Help match your client's investments with their values

Developed in conjunction with The Emerald Club and available on HUB24. The portfolio is comprised of companies which are able to provide viable returns while at the same time mitigating the ESG impacts of their business and operating in a manner respectful of society. 
FIND OUT MORE

Are your clients wearing the right underwear?
Bonds should be the boring but predictable base of every portfolio

"Bonds are the underwear in your portfolio - unexciting and not much thought about, but select the wrong pair and you'll be surprised at just how uncomfortable you are." Dr W Bernstein. Surprisingly, a substantial number of Australians don't have the appropriate portfolio foundations. Make sure your clients aren't 'going commando'.
READ MORE
Who are bonds suitable for
Who are bonds suitable for?
Not sure if your clients need bonds in their portfolios? Richard Murphy discusses why every investor should have some allocation to bonds in a well diversified portfolio.

 Download our free eBooks

Get the best of both worlds in your SMSF
Many investors are not optimising the secure component of their SMSF due to over-allocation to cash & TDs. Our guide will help your clients strike the right balance between security and growth.
Guide to Fixed Income
Not all fixed income investments are created equal. Our free guide will take your clients through the pros and cons of each of the products within the fixed income asset class to help you work out which are right for their portfolio.

GLOSSARY: Ethical, Socially Responsible Investing or ESG

The term describes an investment process that incorporates environmental, social and governance factors when selecting investments, in addition to the objective of achieving a competitive financial return.
View our glossary for more terms

Interactive tools & calculators 

Cash Flow Tool
Build a portfolio of up to 10 XTBs and chart coupon payments and total return. With pre-loaded XTB portfolios, it only takes 3 clicks to visualise the income your clients could receive from XTBs.
Interactive XTB Table
The Available XTBs table lets you filter by Company, Maturity Date, YTM and much more. Click on table headers, or use the filters to narrow your selection and build an XTB portfolio on the fly. 

XTB coupons

27 APR: YTMQF1 - Qantas 6.50% 27 APR 2020
28 APR: YTMAZJ - Aurizon 5.75% 28 OCT 2020
05 MAY: YTMAGL - AGL Energy 5.00% 05 NOV 2021
08 MAY: YTMF04 - NAB BBSW + 0.88%  08 NOV 2018

Keep up to date with XTB coupon dates on our website calendar, or follow us on Twitter or LinkedIn

Latest bond transactions

23 APR: BOQ launches domestic tier-two transaction
20 APR: Manitoba prints A$50 million increase to its August 2028 Kangaroo 
20 APR: Alberta prices A$50 million April 2028 Kangaroo tap
20 APR: Manitoba launches August 2028 Kangaroo 
20 APR: NWB Bank adds A$125 million to its 2028 Kangaroo
KangaNews has an excellent summary of the latest bond transactions: View here

Contact us

If you have any questions on the content included in Yield Matters or need help with anything regarding XTBs, please contact us on 1800 995 993 or email advisers@xtbs.com.au
Stay in touch by following us on the social platform of your choice
DISCLAIMER: Australian Corporate Bond Company Ltd (ABN 34 169 442 657, Authorised Representative No.: 469037) (“ACBC”) is an Authorised Representative of Theta Asset Management Ltd (ABN 37 071 807 684, AFSL No.: 230920) (“Theta”). Theta is the Responsible Entity of the Australian Corporate Bond Trust (ARSN 603 010 779) and the issuer of the Exchange Traded Bond Units (“XTBs”). ACBC is the Securities Manager of the XTBs. ACBC and Theta will earn fees for making the XTBs available to investors, which is payable at the time that an Authorised Participant applies for an XTB.
 
Email transmission cannot be guaranteed to be secure or error-free as information could be intercepted, corrupted, lost, destroyed, delayed in transmission, incomplete, or may contain viruses.
 
ASX have approved the XTBs for quotation on ASX pursuant to the AQUA Rules. Further a Product Disclosure Statement (“PDS”) dated 6 May 2015 has been lodged with ASIC. Further Classes of XTBs may be made available pursuant to separate PDS, those Classes of XTBs will be made available once they have been approved for quotation by ASX and the relevant PDS has been lodged with ASIC. Investors should read the PDS that relates to that Class of XTB prior to making an investment decision, with or without the assistance of their professional legal, accounting and financial advisers.
 
The information contained in this email is confidential and may not be further disseminated to any person.  The information contained in this email is general in nature and does not take into account any particular investors personal circumstances, objectives or needs. It is not personal financial product advice. It is only made available to wholesale investors within the meaning of section 761G of the Corporations Act (2001).  
 
ACBC is solely responsible for the contents of this email. The contents of a PDS and this email are subject to change and ACBC makes no warranty, express or implied, as to the completeness of any statement contained herein nor does it represent that this email contains all of the information that an investor may require in order to assess the merits of an investment in XTBs.
 
The distribution of this email or any other material relating to XTBs, including a PDS, to persons outside of Australia may be restricted by law and any person who comes into possession of such documents should seek their own advice on, and observe any such restrictions.
 
Data in this email has been sourced from external parties believed to be reliable and has not been verified. Accordingly ACBC and Theta (and each of their directors, officers, consultants and employees) makes no warranty as to the accuracy or validity of any of the statistics quoted. To the extent permitted by law none of these parties are liable for any loss or damage arising from reliance on the content of this material. 

XTB® is a registered trade mark of Global Bond Exchange Pty Ltd, a related body corporate of Australian Corporate Bond Company Limited.

Copyright © 2018 Australian Corporate Bond Company, All rights reserved.


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