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Income Funds Rise in Popularity in Asia

Asia
Uncategorized
Investment

(24 August 2020 – Asia) Asian investors preparing for retirement in Hong Kong and Singapore have turned to income funds that offer regular payments instead of taking their pension savings in a lump sum. This comes amidst anticipation of further declines in interest rate in a low interest rate environment. 

Fixed-income funds sold in Hong Kong and Singapore grew by US$1.36 billion to US$45 billion in June, according to Morningstar.

“Income products that provide regular payouts have been in vogue,” said Hong Kong Investment Funds Association chief executive officer Sally Wong. “The aging population in Asia, as well as the low interest rate environment, are key contributing factors.”

Asian-focused funds backed by investment-grade securities offer a better balance of income and stability, asset managers say.

“Asian economies are looking better than broader emerging markets,” said Manulife Investment Management multi-asset client portfolio manager Paul Kalogirou. “Asia's fixed-income scene is pretty attractive.”

East and Partners’ latest research echoes a similar positive sentiment among global fixed income investors, where almost all are looking to add exposure to Asian credit in the coming 12 months.

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