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bond EDUCATION

Core Bonds

The stabilising bond foundation of a balanced portfolio.

A core bond fund is a diversified mix of high-quality bonds designed to provide stability, regular income and portfolio balance. Instead of buying one bond, the fund spreads exposure across several bond sectors.

Inside a Core Bond Fund

Government bonds

40%

Agency / government-related debt

25%

Securitised bonds

20%

Investment-grade corporate bonds

15%

Diversified. High quality. Built for stability.

Helping to smooth the journey and support long-term outcomes.

Bond Fundamentals

EDUCATION MODULE

A simple framework to understand how bonds work, what investors receive, and which terms matter before allocation.

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The Analogy

While a stock makes you a co-owner of a firm’s future profits, a bond makes you a creditor. You are not primarily betting on speculative growth; you are financing a borrower in exchange for scheduled interest payments and repayment priority at maturity.

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Market Insight

Bond prices and yields move in opposite directions. When interest rates rise, existing bonds with lower coupons usually lose value. When rates fall, existing bonds become more attractive and their price tends to rise.

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Key Vocabulary

  • Nominal Value: the principal amount repaid at maturity.
  • Maturity: the date when the bond is repaid.
  • Coupon: the periodic interest paid to the investor.
  • Redemption: the final repayment of capital.
  • Yield: the return implied by the bond’s price, coupon and maturity.

Why Bond Prices Move

Bond prices and market interest rates usually move in opposite directions.

When new bonds offer higher yields, older bonds with lower coupons become less attractive. Their price usually falls so that investors receive a return closer to the new market rate.

The inverse rule

Rates up usually means bond prices down. Rates down usually means bond prices up.

Duration amplifies the move

Longer-duration bonds usually move more when interest rates change.

INTEREST-RATE MECHANICS

RATES ↑

BOND PRICES ↓

Core rule: prices adjust so old bonds remain competitive with new market yields.

SMART CASH

Earn While Waiting

How short-term government bills can keep idle cash productive.

Treasury Bills are short-term government debt instruments bought below their final value and repaid at maturity. They help keep cash productive with low risk while investors wait for better opportunities.

Core idea

A simple framework to understand how bonds work, what investors receive, and which terms matter before allocation.

Helping to smooth the journey and support long-term outcomes.

3-Month Treasury Bill Example

$10,000 invested at a 3.6% annualized yield

Start

Month 1

Month 2

Maturity

Initial

Gain

Value

$10,000

+$90

$10,090

Illustrative example based on a 3.6% annualized 3-month Treasury Bill yield.

BOND EDUCATION

Key Bond Terms

A simple glossary of the bond concepts investors need before comparing bond funds, yields and risks.

01

Issuer

The government, company or institution that borrows money by issuing the bond.

Why it matters: the issuer’s financial strength affects credit risk.

04

Yield to Maturity

The estimated annual return if the bond is held until maturity and all payments are received.

Why it matters: it helps compare bonds with different prices and coupons.

These terms are especially important when comparing core bond funds, short-duration funds, corporate bond funds and inflation-linked bonds.

02

Coupon

The interest paid by the bond, usually at fixed intervals.

Why it matters: it contributes to the income investors receive.

05

Duration

A measure of how sensitive a bond or bond fund is to interest-rate movements.

Why it matters: higher duration usually means the price moves more when rates change.

03

Maturity

The date when the bond is scheduled to repay its principal.

Why it matters: longer maturities usually mean more sensitivity to interest-rate changes.

06

Spread

The yield difference between a bond and a safer benchmark government bond.

Why it matters: wider spreads usually signal higher perceived credit or liquidity risk.

BOND EDUCATION

Types of Bonds

Different bond types carry different risks, income profiles and portfolio roles.

GOVERNMENT

Sovereign Bonds

Debt issued by national governments. Often used for safety, liquidity and interest-rate exposure.

Dominant risk: rates, fiscal strength and currency exposure.

Investment-Grade Corporate Bonds

CORPORATE

Debt issued by companies with stronger credit profiles. Usually used for income above government bonds.

Dominant risk: credit downgrades and spread widening.

CREDIT RISK

High-Yield Bonds

Debt issued by lower-rated companies. Offers higher income potential but behaves more like risk assets in stress.

Dominant risk: default risk and recession sensitivity.

INFLATION

Inflation-Linked Bonds

Bonds designed to adjust with inflation measures such as CPI.

Dominant risk: lower relative return if inflation falls or real yields rise.

RATE RESET

Floating-Rate Notes

Bonds whose coupons reset periodically with reference rates.

Dominant risk: income falls when central banks cut rates.

DISCOUNT

Zero-Coupon Bonds

Bonds sold at a discount and repaid at face value without regular coupons.

Dominant risk: high sensitivity to interest-rate changes.

REPAYMENT OPTION

Callable Bonds

Bonds that can be repaid early by the issuer before maturity.

Dominant risk: reinvestment risk when rates fall.

FUND STRUCTURE

Aggregate Bond Funds

Funds or ETFs that combine multiple bond sectors into one diversified product.

Dominant risk: fund duration, credit mix and daily price fluctuation.

For the portofolio, the focus is usually on diversified core bond exposure, investment-grade quality, moderate duration and selective inflation protection rather than speculative credit risk.

BOND EDUCATION

Bond Risks

What can affect bond prices, income and portfolio stability.

Risk
What it means
How it appears
What to monitor

Credit / default

The issuer may struggle to repay interest or principal.

Bond prices fall; ratings may be downgraded.

Credit spreads, rating changes, issuer financials.

Interest-rate risk

Bond prices usually fall when market rates rise.

Existing bonds become less attractive than new higher-yield bonds.

Central-bank policy, inflation data, yield curves.

Inflation risk

Inflation reduces the real purchasing power of fixed payments.

Coupon income buys fewer goods and services.

CPI, wage growth, energy prices, inflation expectations.

Liquidity risk

It may be difficult to sell a bond or fund position at a fair price.

Wider bid-ask spreads and weaker execution.

Trading volumes, ETF spreads, market stress indicators.

Call risk

The issuer may repay the bond early.

Investors lose a higher coupon and must reinvest at lower rates.

Callable bond terms and falling-rate environments.

Floating-rate income risk

Variable coupons reset lower when reference rates fall.

Income declines as benchmarks move down.

€STR, Euribor, SOFR and central-bank rate paths.

Currency risk

Foreign-currency bonds move with exchange rates.

Returns change when converted back to the investor’s currency.

FX volatility and hedging status.

Reinvestment risk

Future income may be lower when bonds mature or coupons are reinvested.

Cash is reinvested at lower yields.

Maturity schedule and prevailing yield levels.

Important: core bond funds are designed to reduce portfolio volatility, but they are not risk-free. Their value can move with interest rates, credit spreads, inflation expectations and market liquidity.

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