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Table of Contents:
What is a Fixed Maturity Bond Portfolio?
Key features of Fixed Maturity Bond Portfolio
Why Now for Fixed Maturity Portfolios?
Leveraged Fixed Maturity Bond Portfolio: Exclusively for Accredited Investors
What is a Fixed Maturity Bond Fund
A Fixed Maturity Bond Fund is a diversified basket of bonds that are selected to mature around the same time, typically within 2 to 5 years. Think of it like a “bond basket” designed to behave similarly to a time deposit—but with higher yield potential.
Key features of Fixed Maturity Bond Fund
| Feature | Description |
| Underlying Investments | The underlying typically consists of a diversified basket of publicly traded bonds, which may be investment-grade, high-yield, or a combination of both. |
| Defined Maturity Date | The bonds in the portfolio are selected to mature around the same target date (e.g. end of 2027). |
| Buy-and-Hold Strategy | Bonds are usually held to maturity to capture the full yield, reducing interest rate volatility. |
| Diversification | The portfolio may include |
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