Guide To Short Duration Bond Funds And Annuities

When considering whether one should branch into other safe instruments such as short duration bond funds and annuities, for retirement, one should consider the trade-offs involved, and a few other factors. Every individual’s circumstance is different, and there needs to be due consideration given.

This snapshot helps you form a better idea how a low/no risk solution in the form of short duration bond fund, or an annuity, can potentially yield a better financial outcome for you as you plan for retirement.

It also provides indicative (but not guaranteed) yield of a short duration bond fund, as well as the guaranteed yield and bonus of an annuity.

It gives you quick snapshot of the other factors at play, so you are able to judge how you can position your portfolio to benefit from such low/no risk options in the face of low interest rates. 

To download fill up the form below and a download link will be sent to your email.

First Name *

Last Name *

Email *

Contact *

By providing your personal data in the field(s) above, you hereby consent to the collection and use of personal data to contact you, by way of telephone calls, SMS/MMS and emails for the purpose of attending to your enquiries. Please ensure that you are the user and/or subscriber of the telephone number(s) and/ or email address(es) provided. We dislike spam as much as you and will never rent or sell your information. By providing your personal data in the above field, you agree to the terms of use.