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  5. RBF5280: Good morning, I try to keep my fixed income weighting in the 35-40% range of total investable assets. [PH&N High Yield Bond Fund Series F]
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Q: Good morning,

I try to keep my fixed income weighting in the 35-40% range of total investable assets. Of this, I have maintained my HY exposure - via the PH&N HY Fund - in the ~ 10% range of my fixed income exposure. The rest of spread out in ETFs like XBB, XLB, XCB, TLT.

I would like to increase my HY exposure as a % in my fixed income exposure to ~ 20-25%. I know you don't love to comment on weightings, but do you think this is a reasonable move? I love the fund, and have a lot of time for the PM there.

Thanks as always.
Asked by Trevor on December 22, 2024
5i Research Answer:

The fund is first quartile over 10 years, and with interest rates still likely moving lower we would be comfortable with a large weighting for a conservative investor.