Income+ employs investment strategies that focus on generating income and returns from fixed income securities such as bonds. Syfe partners with PIMCO on two options for investors.
- Income+ Preserve is built for investors looking to generate a steady regular income while seeking to preserve capital.
- Income+ Enhance is built for investors seeking to generate higher current income and long term capital appreciation.
Income+ Preserve employs a strategy that focuses on investment grade quality bonds which typically involves investing in high-quality bonds such as US Treasuries and investment-grade corporate bonds. The goal is to provide a steady stream of income while minimising the risk of default.
Income+ Enhance employs a strategy that focuses on credit to generate higher returns which typically involves investing in higher-yielding, lower-rated bonds such as high-yield corporate bonds and emerging market bonds. The goal is to generate higher returns, but at the cost of increased risk.
Source: Syfe, PIMCO, fund factsheets. As of 30 Apr 2023. Statistics are based on the weighted fund allocation within each model portfolio.
* Refer to the Definitions section to understand these terms.
** Monthly payout ranges are computed based on the weighted average of the annualised historical distribution amount or dividend/distribution yield of the constituent funds from the latest three months. The upper and lower bounds of the range are rounded up to the higher 0.5% and down to the lower 0.5% respectively. The dividend amount or dividend rate/yield of the constituent funds is not guaranteed. Past distributions are not necessarily indicative of future trends, which may be lower. A positive monthly payout or distribution yield does not imply a positive return. Learn more.
Learn more about the two options here.