VineetKumarGupta
:
Yes. In my opinion, it’s possibly due to one of two reasons. 1. Unable to generate returns as both equity and bond markets are not doing well. 2. Too much fund flow due to high yields which is affecting overall performance. Any other perspective is most welcome.
Alx Lm
OP
:
The main reason is rising int rate. Int rate up bad for business which will lead to slow down and bond yield is affected..... From 10% to 8.2% to now about 7.3%. 7.3%+- is still 1 of the highest...
102940975
:
This is due to the interest rate differentials between the USD and SGD hedged class which has widened and hence there is this negative interest rate carry for SGD hedged share class. No choice but to reduce dividend payout. The USD share class dividend stays the same. No drop.
102319027
Alx Lm
OP
:
wtf this is wrong la. you can Google bond yield, bond price and interest rate correlation. it has nothing to do with business slowing down.
Mad APE : ya. noticed that too. Looking for other fund can yield higher than $Allianz Income and Growth MDis (LU0943347566.MF)$
VineetKumarGupta : Yes. In my opinion, it’s possibly due to one of two reasons. 1. Unable to generate returns as both equity and bond markets are not doing well. 2. Too much fund flow due to high yields which is affecting overall performance.
Any other perspective is most welcome.
nice Armadillo_1837 Mad APE : not sure if aims apac reit is good
Alx Lm OP : The main reason is rising int rate.
Int rate up bad for business which will lead to slow down and bond yield is affected.....
From 10% to 8.2% to now about 7.3%.
7.3%+- is still 1 of the highest...
SkyInvestor : It’s good that drop the dividend, as it is part of risk management
fishark : sigh.. been cutting div
102940975 : This is due to the interest rate differentials between the USD and SGD hedged class which has widened and hence there is this negative interest rate carry for SGD hedged share class. No choice but to reduce dividend payout. The USD share class dividend stays the same. No drop.
102319027 Alx Lm OP : wtf this is wrong la. you can Google bond yield, bond price and interest rate correlation. it has nothing to do with business slowing down.