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Extension of the deadline until 12/2024 of the Target Portfo

 
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shikharani00190



Dołączył: 07 Lis 2024
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PostWysłany: Czw Lis 07, 2024 10:44    Temat postu: Extension of the deadline until 12/2024 of the Target Portfo Odpowiedz z cytatem

Extension of the deadline for the Objective Portfolio 4/2026
We have extended the deadline for investing in our Target investment fund portfolios maturing in April 2026. The original deadline, which expired on October 15, 2024, has been extended to December 9, 2024 .

We previously communicated that single contributions could only be made until mid-October this year. However, thanks to the extension of the subscription period of the M&G fund we use, we have been able to extend this period until 9 December 2024. This extension gives our clients the opportunity to benefit from the excellent Target Yield to Maturity of 3.10% (net of fees) of this portfolio, after the adjustment detailed below.

Adjustment of the Target Portfolio 4/2026 allocation
In addition, the investment committee website development service has decided to change the weighting of the funds that make up the portfolio. Since its launch, 20% of the weight was allocated to a money market fund to take advantage of the fact that official interest rates were still relatively high in the Eurozone. However, due to the drop in interest rates since June of this year, we have decided to reduce exposure to the money market fund to 5%, increasing the weight of the target fund to 95% .



In this way, investors will be able to take advantage of the attractive IRR offered by this type of portfolio, without being affected by the successive reductions in official rates that could occur until the portfolio expires in April of next year, which is what the market is forecasting to happen (specifically, the market is currently discounting more than 5 reductions in official rates by the end of 2025, which, if it were to occur, would bring them to the level of 1.8%).
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Wysłany: Czw Lis 07, 2024 10:44    Temat postu:

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Dołączył: 09 Sie 2022
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PostWysłany: Pon Mar 03, 2025 15:37    Temat postu: Odpowiedz z cytatem

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Wysłany: Pon Mar 03, 2025 15:37    Temat postu:

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