The Fixed Income Allocation fund invests its funds in global bond markets with an active view, while maintaining a good diversification in the portfolio. The fund aims for an annual return of between 3 and 5 percent. The portfolio consists of both cash bonds and exchange traded fixed income funds. The duration of the fund is kept shorter than the broad fixed income market.
Taaleri Fixed Income Allocation is suitable as a diversified investment for investors who are willing to accept a higher volatility of returns compared to the Short Bond and Stable Yield funds. The highest yielding fixed income fund in our offering is the Taaleri Higher Yields fund.