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Q2 XTB portfolio performance reports now available
Up to 4.39% total return, after fees
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XTB portfolios continue to perform well when compared to the most popular bond ETFs, which delivered between 2.82% and 2.89% before fees, over the same period. 12-month performance to 30 June 2018 Source Bloomberg & ACBC.
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3-month BBSW remains at an elevated level
Is the new normal for the spread between BBSW and the official cash rate?
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BBSW has remained high while in the USA some of the pressure has eased for Libor, the USD equivalent. Seasonal issues have kept BBSW high as financial institutions approached the end of the financial quarter. However, analysts are now considering this also as a structural domestic issue which could keep the spread between BBSW and the official cash rate elevated moving forward creating a new normal.
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FY18 Tax Guide for XTB Investors
Check out our handy tax guide to assist your clients with their tax returns.
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For those advisers with clients who have already invested in XTBs, we've developed a handy FY18 Tax Guide to assist with their tax return.
The XTB Tax Guide provides a general summary of the Australian tax implications of an investment in XTBs by an Australian investor. It is a guide, so investors should consider consulting a professional when completing their tax return.
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Recently matured XTB: YTMSYD
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Sydney Airport
YTMSYD matured on 6 July. Now's the time to talk to your clients about reinvestment. The Maturity Ladder portfolio has five XTBs with one maturing each year. This narrowed selection could help you to choose a maturity date to suit your client's requirements.
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Investment Returns
For clients invested in any of the maturing XTBs, requesting an Investment Return Calculation can help demonstrate that their investment performed as predicted.
Click on the image to request a personalised investment return.
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GLOSSARY: Clean price
Clean price: The price of a bond not including any accrued interest. Immediately following each coupon payment, the clean price will equal the Market (dirty) price.
View our glossary for more terms
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Interactive tools & calculators
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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.
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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.
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15 JUL: YTMTLS - Telstra 7.75% 15 JUL 2020
17 JUL: YTMF07 - ANZ BBSW + 0.82% 17 APR 2020
22 JUL: YTMAPA - APT Pipelines 7.75% 22 JUL 2020
23 JUL: YTMF06 - Suncorp BBSW + 1.10% 23 APR 2019
24 JUL: YTMGPT - GPT 6.75% 24 JAN 2019
Keep up to date with XTB coupon dates on our website calendar, or follow us on Twitter or LinkedIn.
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10 JUL: Mizuho launches benchmark 5-year SEC-registered deal
10 JUL: ANZ launched 3-year benchmark domestic deal
09 JUL: CommBank launches refinancing of Medallion 2013-2 Class A3-R RMBS notes
09 JUL: QTC launches sydnicated tap to August 2030 benchmark line
06 JUL: NEXTDC prints dual-tranche A$300 million four-year domestic deal
06 JUL: AOFM plans new May 2041 Treasury Bond
KangaNews has an excellent summary of the latest bond transactions: View here
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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
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Stay in touch by following us on the social platform of your choice
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