Balanced Bond Funds Track Record

Note: Past Performance is not an indicator of future performance. Please refer fund prospectus for detailed risk disclosure.

balanced bond funds

 

Carefully selected bond funds can even outperform S&P500 Equities Index.

Below is an illustration of a combination of bond funds’ performance since Jan 2002 vs S&P500 Total Return Index:

bond fund performance since Jan 2002 fix wgt

Composition of the portfolio (Fixed Weight Portfolio):

bond fund composition