MBH/A35 alternatives

[DevilPlate]

You are absolutely right. I should have quoted the sgd fund.

The sgd hedging helps, we are looking at 1 year returns of 7.74%p.a. for MBH versus 8.61%p.a. for Amundi BBGA.

Even if you add in endowus fees, AMUNDI BBGA will do better.

Oh have we forgotten that the MBH returns are not so great if you have to take into account dividend reinvestment and the associated cost from it?

https://endowus.com/investment-funds-list/amundi-index-global-agg-500m-fund-LU2420246212

Singapore's monetary and fiscal policy is very soundly run. For now. But let's see how things go in the next 20-30 years with our ageing population, uncompetitive wages and export driven economy and big local players.

Would big Singapore players still issue debt instruments? Would they still be big?

Would foreign companies even bother issuing sgd debt?

Maybe later on I won't even bother holding sgd hedged/denominated assets tbh.

I just hope they allow me to even invest the remaining 60k in my SA/OA if things are that dire then.

Do u invest cash into yr endowus global bond fund or purely cpf monies?
I did consider endowus before but i prefer to reside in CDP And i want to receive dividend for my spending so i stick with MBH and added 5/10yr SGS on top of my max out SSB for a couple.

 

[DevilPlate]

Just diversify into global equities + physical Gold!!

 

[BBCWatcher]

You are absolutely right. I should have quoted the sgd fund.
The sgd hedging helps, we are looking at 1 year returns of 7.74%p.a. for MBH versus 8.61%p.a. for Amundi BBGA.
Even if you add in endowus fees, AMUNDI BBGA will do better.

Check the dates, as I mentioned. MBH is only reporting performance through August 31, 2024, at this instant. Amundi is reporting performance through September 30, 2024. Those are different periods of time, obviously, and not comparable. And September (last month) was a very important month in bond markets. As I mentioned, MBH's share price increased nontrivially (+1.64% in that single month), as one would expect in that month.

 

[Listopad]

Check the dates, as I mentioned. MBH is only reporting performance through August 31, 2024, at this instant. Amundi is reporting performance through September 30, 2024. Those are different periods of time, obviously, and not comparable. And September (last month) was a very important month in bond markets. As I mentioned, MBH's share price increased nontrivially (+1.64% in that single month), as one would expect in that month.

MBH came in at 9.69% for 1 year returns .