|
|
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.
|
|
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.
|
|
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'.
|
|
|
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.
|
|
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.
|
|
|
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.
|
|
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
|
|
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
|
|
|
|
|
|
|
|
|