Monday, July 29, 2013

Actively Managed Bond ETF Proves Durable as Rates Rise

As a group, actively managed exchange traded funds are still a small sliver of the overall ETF universe. However, one area where active management has been successful is in the fixed income space. Whether it has been with emerging markets bonds or more conservative fare, some actively managed bond funds have thrived, including the Peritus High Yield ETF (HYLD).

HYLD has a 30-day SEC yield of 8.35%.

HYLD has seen net inflows since the start of June . Since the start of July, HYLD has attracted $7.74 million in new investments as Federal Reserve Chairman Ben Bernanke has comforted nervous investors by saying monetary policy will remain accommodating for the foreseeable future.

Over the past month, 90 days, year-to-date and over the past year, HYLD has outperformed the Barclays U.S. High-Yield Index, according to AdvisorShares data.

Source:  Tom Lydon, ETF Trends

Peritus High Yield ETF (HYLD) is a component of the D2 Capital Management Multi-Asset Income Portfolio.

The information contained in this article does not constitute a recommendation, solicitation, or offer by D2 Capital Management, LLC or its affiliates to buy or sell any securities, futures, options or other financial instruments or provide any investment advice or service. D2, its clients, and its employees may or may not own any of the securities (or their derivatives) mentioned in this article.




 The Jacksonville Business Journal has ranked D2 Capital Management in the top 25 of Certified Financial Planners in Jacksonville.  The Firm is also a member of the Financial Planning Association of Northeast Florida, the Jacksonville Chamber of Commerce, the Southside Businessmen's Club, and the Beaches Business Association.

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