WHY FIXED INCOME CORPORATE BONDS BELONG IN EVERY PORTFOLIO
The charging of interest on time deposits as well as on federal bonds and other types of bonds with excellent credit ratings has been significantly reduced in recent years. However, bonds belong in every portfolio. Where conservative investors are concerned, bonds should for various reasons even make up the main part of their securities.
ATTRACTIVE RETURNS
With time deposits and federal securities, the inflation rate can scarcely be compensated for in the current market environment and real growth in assets is practically impossible. Conversely, with a professional selection, Atlantis Wealth Management has achieved proven annualized returns of 6 percent with corporate bonds over the past five years (KPMG & BDO audited Performance Results). This is possible as a result of high coupon payments linked to price gains in bonds purchased below their nominal value.
A HIGH DEGREE OF PROFIT STABILITY
Thanks to regular interest payments and clearly defined repayment schedules, it is easy to predict the expected yield from corporate bonds in a portfolio. This is why investors and managers know when they can count on particular payments. The bottom line is that it is even possible to align the portfolio with the specified amounts where regular payments are concerned.
COMPARATIVELY LOW INVESTMENT RISKS
Thanks to broad diversification (as a rule 10 to 60 bonds from different companies), a high degree of planning security, sound analysis and the use of professional security tools, the bond portfolios we manage have comparatively low risks for investors. The fluctuations in value are much lower than those for share portfolios.
PERMANENT AVAILABILITY WITH A HIGH DEGREE OF TRANSPARENCY
In contrast to banks’ savings bonds and time deposits, the money invested in the purchase of corporate bonds is not tied up for a specific period of time. Instead, the bonds can be sold via the stock exchange at the market price at any time. By means of an online access our customers additionally have the option to find out about the current performance and sales value of their portfolio positions at any time.
STABLE RETURNS: SUCCESS FACTORS IN RELATION TO CORPORATE BOND INVESTMENTS
In the current low-interest environment, it is now practically impossible to fulfill the expectations of demanding fixed-interest investors with the traditional type of advice provided by banks and with their products, most of which are in-house. As an independent asset manager and specialist in the area of fixed-interest investment types, Atlantis Wealth Management was able to generate proven annualized returns of 6 percent over the past five years by purchasing corporate bonds listed on the stock exchange (KPMG & BDO audited Performance Results). In this respect, 7 specific factors (security pillars) are very decisive for sustained success and our customers’ resultant satisfaction.
Independence
We have established a culture that promotes freedom to provide the best possible investment solution for our clients. Though fiercely independent, we pride ourselves on being interdependent when it comes to sharing strategies that benefit everyone.
Integrity
The core principle that guides our firm. We pledge to provide you with an investment experience based on honesty, transparency and high ethical standards. Integrity is of such importance that without it, the remaining core values are meaningless.
Innovation
In the rapidly changing investment world, we strive to create new processes and services based on leading edge technologies. Our goal is to continue to implement new methods and processes rather than relying on strategies that worked in the past thus initiating positive change for you.
