Strategic Bonds  

Scepticism over flexible bond funds

 

US non-traditional bond performance

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 22/9/11 – 27/10/1125/7/12 – 5/2/131/5/13 – 5/7/1323/10/13 – 31/12/13
Change in 10-year US Treasury yield (pp)0.70.611.070.53
US non-traditional bond median-0.03%3.92%-2.04%0.70%
US medium-term bond median-0.95%1%-4.52%-0.67%
Difference (pp)0.922.922.481.37
Bloomberg Barclays US Treasury index-2%-1.79%-3.63%-1.26%
S&P 50010.30%14.31%2.61%5.79%
Source: Morningstar Direct