Jonar N. Stein Introduces New Income Strategies
Investor demands prompt the development of two new income strategies
Hong Kong – June 26, 2018 – Bloomberg
Jonar N. Stein has announced today the addition of two strategies within its range of income solutions which will complement currently existing offerings.
The aim of the Corporate Bond Strategy is to provide increased returns with elevated capital appreciation potential. This is achieved by investing primarily in corporate-grade bonds and securities and distributing the income on a bi-annual basis.
The goal of the Revenue Development Strategy is to deliver risk-adapted returns with demonstrated potential for sustainable growth. Its holdings will include fixed income securities and cash deposits as well as shares and in comparison to the Corporate Bond Strategy it will pay out income on an annual basis.
The Revenue Development Strategy aims for a yield of 6% and is similar to other income strategies, investing in a diversified range of bonds and equities. What sets the Revenue Development Strategy apart from traditional income strategies is its goal to generate additional revenue by selling the right to a part of the capital appreciation potential of some of the strategy’s securities for a limited period in exchange for supplementary upfront income.
“Due of the fact that we are experiencing a period of maintained low interest rates there is a noticeable demand from our investors for reliable income sources. With that in mind we have designed the Corporate Bond Strategy and the Revenue Development Strategy,” Hugh Zhuoxiang, Chief Investment Officer. “Likewise, considering its ability to sell rights in terms of capital appreciation on attentively chosen stocks the Revenue Development Strategy will be able to boldly deliver its targeted 6% yield. This represents an active solution for clients that demand a specific level of security pertaining to revenues with sustainable development potential”.
As an independent company that prizes sustainable results and performance over short-term gains in volatile market conditions, Jonar N. Stein manages the investment portfolios of institutional and private clients alike, focusing on cultivating long-term results and reducing fundamental trading risks while dynamically keeping track of macro-economic trends that can affect the investment process as a whole.
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