BONDs

General Guidelines
Allocation
Target maximum bond allocation of 5% of total portfolio size. Higher risk (lower credit rating or extended duration) bonds may have an allocation of 2.5% or less.
Duration
Select bonds with a time horizon (or duration) matching your requirements. Avoid fixed-coupon bonds with durations beyond 5 years.
Prudence
Avoid bonds trading below 80%-85% or whose yields are substantially above peers, irrespective of apparently strong credit ratings.
Holding
Plan for holding a bond to its maturity. Market prices of bonds may move above or down but, unless there is default, are expected to be redeemed at 100%.
Instrument Collections
Bonds
Disclaimer
The information contained in this website constitutes neither an offer nor an individual recommendation or solicitation to buy or sell investment instruments or to engage in any transactions. It is for information purposes only. The information used herein originates from sources considered to be reliable, but for whose trustworthiness no liability is assumed. Atiyyah Investment Intelligence (AII) also assumes no liability or guarantee for the accuracy, balance or completeness of the information. The content of these documents may change at any time, and AII is under no obligation to update these documents or to inform recipients of changes of these documents. All information, in particular prices and information on costs, risks and opportunities, is provided without guarantee. No legal or tax advice in connection with any investment ideas, services or products is provided. Please seek advice from qualified personnel before making investment decisions or decisions in which tax aspects play a role. The value of all investment may rise or fall, including those viewed to be very safe. Investments in foreign currencies are also subject to currency fluctuations. The future performance of investments cannot be derived from past price trends. AII disclaims, without limitation, all liability for any loss or damage (whether direct, indirect or consequential) of any kind arising out of or in connection with the use of this website or its material. All rights to the illustrations used in these documents (images, graphics, etc.) remain with AII or the respective rights holders.

