Bond fund - Factbites

Bond fund - Factbites
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Topic: Bond fund

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In the News (Fri 11 Dec 09)

Northern Trust

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Peter Chernin

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Match Play

Penelope Cruz

Mickey Rourke

AR Rahman

Danny Boyle

Hugh Jackman

	DATAQUEST
		These 2 funds are virtually identical in makeup and expenses, except that the DFA fund has a duration of 1 year, and the Vanguard fund an average duration of 2.2 years (with an average maturity of 2.6 years).
		Bonds are the underwear in your portfolio-- unexciting and not much thought about, but select the wrong pair and you'll be surprised at just how uncomfortable you are.
		One attractive alternative is to construct your own treasury ladder, which will yield about the same as even the DFA and Vanguard short term corporate funds, since the fund expenses are not much less than the currently razor thin spread between treasuries and high grade corporates.
	www.efficientfrontier.com /ef/997/maturity.htm (466 words)

	Opinion #5240
		Where a Building and Site Fund is created by a bonding resolution of a school district and the bond proceeds are deposited in such fund, the district may not transfer bond proceeds to the General Fund even with the approval of the electors in the school district.
		Therefore, where a building and site fund is created by bonding resolution of the school district and bond proceeds are deposited into such a fund, the district may not transfer bond proceeds to the General Fund even with the approval of the electors in the school district.
		If the electors of a K-12 school district have approved a tax levy for sinking fund purposes to acquire building sites or to construct buildings, as distinguished from the approval of issuance of bonds, the school electorate voting on the question may approve transfer of such sinking fund moneys to the operating fund.
	www.ag.state.mi.us /opinion/datafiles/1970s/op05240.htm (624 words)

	Fitch Rates New Hampshire Municipal Bond Bank Rev Bonds 'AAA' - Forbes.com
		Although the 2005 bond resolution is structured similarly to the 1978 resolution, the new resolution updates certain standard provisions and authorizes the bond bank to use a surety or other credit facility to fund its required debt service reserve.
		The bond bank's reserve fund under the 1978 resolution is also strong, allowing 24.7% borrower loan defaults for four consecutive years with no action taken by the state to replenish the reserve fund.
		Beginning with the series 2005D bonds, NHMBB has created a start-up loan pool and a new bond resolution, under which future nonguaranteed bonds are expected to be issued to fund loans for local entities.
	www.forbes.com /businesswire/feeds/businesswire/2005/07/07/businesswire20050707005817r1.html (972 words)

	Ask the Expert: Keep the income flowing - Feb. 27, 2004
		The primary tool for gauging interest-rate risk in a bond or bond fund is a measure known as duration.
		But that's the point of owning high-yield bonds in a fund; you're diversifying default risk.
		The reason is that corporate bonds tend to have both higher yields and lower durations than Treasury bonds of the same maturity.
	money.cnn.com /2004/02/27/pf/expert/ask_expert (1350 words)

	Hedge fund - Wikipedia, the free encyclopedia
		For example, hedge funds were widely blamed for the speculative run-up in the bond market that preceded the global bond crisis of 1994, although the major players in the bond spree were actually large commercial and investment banks.
		Hedge funds are similar to private equity funds, such as venture capital funds, in many respects.
		The hedge funds are typically domiciled in an offshore jurisdiction, e.g.
	en.wikipedia.org /wiki/Hedge_fund (2432 words)

	Municipal bonds FMSbonds.com: Tax-free Bond Specialists
		In the worst case, it would be unlikely that the insurer would choose to redeem the bonds early since that would require the insurer to fully fund the principal rather than relying on toll revenues.
		Along with construction funds, the bond issue included sufficient monies to fund a "debt service reserve" fund to be used should revenues be insufficient to pay debt service.
		Bond companies seem to be reluctant to reveal the compensation cost they get for handling transactions.
	www.fmsbonds.com /bond_forum1.html (2277 words)

	Rating the fund managers
		Among the Canadian bond fund managers, five took on more risk relative to their peer group but all compensated for this by delivering superior returns.
		Gary Feltham, manager of two of Calgary-based Mawer's funds -- the Canadian Income Fund and Canadian Bond Fund -- is on the list of top 10 bond fund managers.
		The key to assessing a manager's ability is to see how the manager has done relative to his or her peer group in terms of both performance and risk -- looking only at a fund's returns ignores risk, the other important half of any investment equation.
	www.globefund.com /archive/commentary/19990604/weekly.html (827 words)

	Public Information Notice: IMF Board Discusses Collective Action Clauses in Sovereign Bond Contracts
		While collective action clauses remain the norm for bonds issued in the United Kingdom, roughly 70 percent of all outstanding bonds have been issued in jurisdictions (mainly New York and Frankfurt) where the use of majority restructuring provisions is not yet the norm.
		Regarding the inclusion of innovative provisions in international sovereign bonds, many Directors noted that it is too early to draw conclusions, as a number of design features of these provisions are still unclear and the preliminary market reaction has been mixed.
		The first paper, "Collective Action Clauses in Sovereign Bond Contracts—Encouraging Greater Use," examined the reasons that collective action clauses have not been used in key jurisdictions, and assessed ways to overcome this resistance to change.
	www.imf.org /external/np/sec/pn/2002/pn0277.htm (1733 words)

	UNIQUE SINGLE PREMIUM BOND
		The bond employs a traditional style of ‘active portfolio fund management’ where the fund managers actively monitor the performance of the fund.
		The bond is a lump sum investment product, which provides a 100% capital guarantee at maturity while offering exposure to the equity markets and the potential for bonuses.
		With an attractive 5-year term, the bond also differs from With Profit products, which offer guarantees after 7 to 10 years only.
	www.friendsfirst.ie /printer_111.shtml (1733 words)

	CEPR Press Release (03/09/2005): Are They Advocating Default?: Focus on 2018 as Social Security Turning Point Implies Default on Government Bonds
		Since Social Security is projected to hold enough bonds to cover its shortfall for more than two decades after that year, the program would only be confronted with a financial problem in 2018, if the government defaulted on the bonds held by the trust fund.
		If default on the bonds held by the Social Security trust fund is to be considered as a serious option, then there must be a full discussion of the consequences of such a default.
		These bonds in the Social Security trust fund are backed by the "full faith and credit of the United States government," just like any other U.S. government bond.
	www.cepr.net /pressreleases/ss_default_2005_03_09.htm (577 words)

	Jim Lowell's Fidelity Investor - Frontpage
		The change that affects us directly and most immediately concerns Fidelity Ginnie Mae (FGMNX), where Tom Silvia is leaving as the manager of the fund (effective November 1st) to head up the overall bond fund group, and he's being replaced by Bill Irving (who will also take over Tom's stint at Inflation Protected-Bond).
		Today, fidelity announced that it will be closing Diversified Int?l to new accounts, effective October 25th (from then on out only existing shareholders in this fund will be able to purchase additional shares in it).
		The lowest cost index funds on the planet: Spartan 500 Index, Spartan Total Market, Spartan Extended Market, Spartan International, and Spartan U.S. Equity Index.
	www.fidelityinvestor.com (577 words)

	ferris_of_knox_county_illinois.htm
		Head of the R.H. Moulton Bond Firm of Los Angeles CA; received distinctive recognition during the wartime sale of Liberty bonds when he was appointed Government manager for the district of southern California.
		He married, August 6, 1983, Sally Bond Harris who was born October 19, 1955; they resided in Vidalia GA and now at Ravenel SC.
		Associated with the R.H. Moulton Bond Firm of Los Angeles CA, as their New York City representative.
	www.ferristree.com /ferris_of_knox_county_illinois.htm (577 words)

	WJACTV.com - Consumer - Fluent In Foreign Bonds And Currency
		For the year ended June 30, the fund gained 5.7%, vs. 4.1% for the average global bond fund.
		The Citigroup Index, which many global bond fund managers use as a benchmark, has only 20% in U.S. dollar and 80% in nondollar.
		However, since this is a global bond fund, our investors expect us to have a significant exposure to foreign currencies, since they're seeking diversification.
	www.wjactv.com /money/3560033/detail.html (1473 words)

	Innovative Finance - GARVEE Bond Guidance
		As defined in section 122, an eligible debt financing instrument is a bond, note, certificate, mortgage, lease, or other debt financing instrument issued by a State or political subdivision of a State or a public authority, the proceeds of which are used to fund a project eligible for assistance under Title 23.
		The financing agreement (bond resolution or trust indenture) may direct that these excess funds be applied to the next debt service payment on the bonds following completion of construction, if the proceeds are not reallocated to another project.
		The capitalization from bond proceeds of a debt service reserve account or contingency fund required by (incidental to) the debt issuance is considered an eligible Federal-aid expense.
	www.fhwa.dot.gov /innovativefinance/garguid1.htm (2198 words)

	Bond Funds - Fidelity Investments
		Fidelity bond funds can provide investors with regular income and are appropriate for investors who are looking for capital preservation.
		Fidelity offers six different bond funds, investing in the fixed income securities of governments and corporations.
		The fund invests primarily in bonds issued in those countries which are members of the European Monetary Union (EMU) and primarily denominated in Euro.
	www.fidelity.com.au /products/bond_funds (2198 words)

	Interest Rates and Bond Yields
		Duration (modified or not) is of no interest unless one can establish a relationship between a bond's own yield-to-maturity and some market rate of interest.
		Any imbalance between the duration of the assets in a pension fund held to meet those liabilities and the duration of the liabilities may well provide an indication of the extent to which the fund is taking on interest rate risk.
		The three-year bond promises a payment of 3 constant dollars in years 1 and 2 and 103 in year 3.
	www.stanford.edu /~wfsharpe/mia/prc/mia_prc4.htm#discount (3022 words)

	AllRefer.com - bond (Money, Banking, And Investment) - Encyclopedia
		One method used to retire bonds is the sinking fund; in such a case the issuing body buys back some of its bonds each year and holds them itself, applying the interest to the fund.
		Security is usually pledged against a bond; unsecured bonds are regarded as a long-term obligation on the capital of the issuing body.
		Bonds were sold by the U.S. government to finance both World Wars and are still an important money-raising device.
	reference.allrefer.com /encyclopedia/B/bond.html (413 words)

	TheStreet.com: Shaky Markets Could Raise Profile of Convertible Bond Funds
		Last year the average convertible bond fund had a 12-month yield of 2.6%, compared with 7.7% for the average multisector or strategic income fund, according to Morningstar.
		Convertible bonds are often issued by emerging growth companies, which can be volatile.
		They're typically three-year corporate bonds that pay interest but give you the option to take your principal in cash or a set number of shares of the issuer's stock at maturity.
	www.thestreet.com /funds/funds/872317.html (1026 words)

	Bond Street on Encyclopedia.com
		State Street Global Advisors Selected to Manage Pan Asia Bond Index Fund, a Key Component of Asia Bond Fund 2.
		La Bourse de New York La bourse américaine a fait un bond lundi, les investisseurs retrouvant un sentiment optimiste grâce.
		Fitch Rates Jay Street Devel Corp -New York- $36.59MM Bonds Underlying 'A'.
	www.encyclopedia.com /html/B/BondS1tre.asp (574 words)

	Premium Bond
		And while Premium Bond prizes can be claimed for ever, that's not the case with Lottery prizes, which are absorbed into the fund if unclaimed after 180 days.
		National Savings and Investments, which is backed by the Treasury, said from September the Premium Bond prize fund was increasing to offer one million individual...
		Unclaimed Premium Bond prizes in the city now top Â£83,000 and 1,419 Cardiffians could be sitting on gold mines offering fortunes starting at Â£25 and hitting...
	finance.za-news.com /new/Premium_Bond.html (863 words)

	bond british premium
		is that the total Premium Bond fund is treated as a loan from the Bond Holders to the Government...
		is that the total Premium Bond fund is treated as a loan from the Bond Holders to the Government interest each year.
		Premium Bond holders will have a greater chance of winning of winning a Premium Bond prize are to be thepremium premium Bbonds Boonds Bonnds Bondds Bondss Onds Bnds Bods Bons Bond B onds Bo nds Bon ds Bond s Obnds Bnods Bodns Bonsd abonds thebonds bonds british-premium-bonds.stock-trading-website.biz ãã¨.
	stocksbonds.collegeonlineinfo.com /.../bond_british_premium.html (921 words)

	Corporate Class Bond Funds - Sympatico / MSN Finance
		Bond funds that exist in so-called “corporate class” mutual fund structures offer the potential benefits of holding a diversified portfolio, and the funds are structured to avoid paying tax on income.
		If a bond fund costs too much or is managed poorly, it loses the conceptual advantages of being able to add value through bond selection and reinvestment of interest.
		The coupon payment from the bond is often too small to be immediately reinvested, and the money may sit in an investment account earning little interest (particularly at today’s low rates).
	finance.sympatico.msn.ca /content/savingsdebt/savingsdebthome/P34085.asp (815 words)

	Forbes.com: Bond-Fund Basics
		Duration: A precise look at a fund's sensitivity to interest rates, factoring in when interest payments are made as well as the final payment.
		Municipal bonds, which are issued by state and local municipalities, offer interest payments that are exempt from federal taxes and may also be exempt from state income taxes, depending on where you live.
		Whenever you buy a bond, you are buying the promise that the issuer will repay your principal in a certain number of years, as well as the promise that the issuer will pay you interest for the privilege of borrowing your money.
	www.forbes.com /finance/feeds/mstar/2002/11/29/mstar1_11_8468_132.html (1516 words)

	Global-Investor Bookshop : Convertible Bond Markets by George A. Philips
		It will be of great interest both to academics and to professionals, including equity fund managers, bond fund managers, stock loan departments, risk controllers, treasurers and proprietary traders.
		Convertible Bond Markets is a comprehensive assessment of this market place, illustrating clearly how investors of all risk persuasions may best utilise the instrument.
		The convertible bond market has recently gained increasing significance on a global basis with particularly notable growth among very fast growing companies hungry for capital.
	books.global-investor.com /books/4732.htm (257 words)

	Municipal bonds FMSbonds.com: Tax-free Bond Specialists
		To determine if a state tax-exempt bond or bond fund is appropriate, one must compute the tax-exempt bond or bond fund's "taxable equivalent yield." This figure enables one to take federal and state income taxes into account when comparing the potential returns from taxable and non-taxable instruments.
		Typically, when a bond is pre-refunded, its maturity is shortened to the call date and the quality is enhanced because the bond to be called is escrowed in Treasury bonds.
		Such bonds are no longer the responsibility of the original issuer, no longer appear on its balance sheet and are considered "defeased." In such a case, the relationship between the fortunes of the original issuer and the payment of the original bonds ceases to exist.
	www.fmsbonds.com /bond_forum1.html (257 words)

	Bearer Bond Issue
		In order to fund the railway's continued development, the Mid-Norfolk Railway is launching an Unsecured Bearer Bond issue, with the aim of raising £300,010.
		There will be 1290 bonds, available to all - not just the railway's members - ranging in value from £2001 to £100.
		Bonds will earn 4% simple interest per annum.
	www.mnr.org.uk /membership/bondissue.html (136 words)

	Relating to investment of higher education funds; amending ORS 351.130, 351.450, 351.455, 351.460, 351.470, 351.545, 351.590 and 351.615; and repealing ORS 351.555.
		Moneys credited to the Higher Education Bond Sinking Fund shall be credited to the appropriate subfunds of such fund.
		The proceeds from the sale of the bonds shall be deposited in the Higher Education Bond Building Fund and credited to the appropriate subfund of such fund, and shall be used to retire the temporary bonds issued under this section.
		All moneys in the sinking fund are continuously appropriated to the board for the purposes provided in subsection (1) of this section.
	www.leg.state.or.us /95reg/measures/sb0100.dir/sb0155.int.html (1038 words)

	gg-29.html
		Generally, once bond project funds have retained enough interest to pay for estimated project costs, the interest earned on project fund balances is transferred to interest and sinking funds to pay debt service on bonds.
		The process of monitoring the transfer of monies between bond funds is adequate; however, TPFA does not take an active role in managing and projecting balances in interest and sinking funds that the Legislature could potentially use to reduce general revenue appropriations for TPFA debt service payments on general obligation bonds.
		The recommendation would save general revenue to the extent that interest and sinking fund balances are used to offset General Revenue Fund appropriations for TPFA debt service payments on general obligation bonds.
	www.window.state.tx.us /tpr/atg/atggg/gg-29.html (941 words)

	Fraternity Fund Management Limited Soros Quantum Quota Offshore Hedge Funds
		A hedge fund is a fund that can take both long and short positions, use arbitrage, buy and sell undervalued securities, trade options or bonds, and invest in almost any opportunity in any market where it foresees impressive gains at reduced risk.
		Performance of many hedge fund strategies, particularly relative value strategies, is not dependent on the direction of the bond or equity markets -- unlike conventional equity or mutual funds (unit trusts), which are generally 100% exposed to market risk.
		A macro hedge fund, for example, invests in stock and bond markets and other investment opportunities, such as currencies, in hopes of profiting on significant shifts in such things as global interest rates and countries’ economic policies.
	fraternity-fund.com /public_pages/pub_about_hedgefunds.asp (941 words)

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In the News (Fri 11 Dec 09)