MARKET COMMENTARY

The Right Combination for Fixed Income

Kevin McLachlan looks under the hood of Fiduciary Trust Canada’s positive fixed income portfolio performance.

07.25.2017 - Kevin McLachlan, Vice President, Portfolio Manager

The Right Combination for Fixed Income

Since the US election last November, bond yields in Canada and the United States have been volatile. Despite this environment, Fiduciary Trust Canada’s fixed income portfolios have performed well. For example, the FTC Core Canadian Bond Model Portfolio rose 2.8% over one year (as of March 31, 2017), outperforming the FTSE TMX Canada Universe Bond Index by 1.3%.

The tables below help illustrate our approach for the FTC Core Canadian Bond Model Portfolio and its positive influence on results. The first one highlights our overweight position in investment grade Canadian corporate bonds, with a lesser emphasis on federal and provincial bonds.
The second one, which shows the portfolio’s term structure as compared to the Index, highlights our heavier weighting in mid-term bonds (six- to 10-year maturities).

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