The Fund aims to maximize return while preserving investors’ capital by investing in bonds and debt instruments issued in Vietnam, focusing on government and government guaranteed bonds.
The Fund will seek to achieve the Fund’s objective by investing in a diversified portfolio of debt instruments, including: government bonds, government-guaranteed bonds, bank-insured corporate bonds, collateral-backed corporate bonds, corporate bonds, certificates of deposit, and cash deposit contracts.
The Fund applies the Top-down approach as the investment and allocation of bonds will be based on the overall assessment of macroeconomic trend, government’s policies, beneficiary industries, return potential and credit worthiness of the issuer.
The Fund also applies bottom-up approach, in which the selection of specific bonds will be based on the fundamental and potential of targeted companies.
The Fund will evaluate the trend of the bond market to allocate government bonds, corporate bonds, other debt instruments and cash at an appropriate rate, providing potential return, while ensuring the liquidity of the Fund.
Besides government bonds, cash deposit and other monetary instruments, the Fund will focus on debt instruments by enterprises operating mainly in the following fields (but not limited to the following industries):
– Finance and banking
– Services and consumer goods
– Health-care and education
– Real estate, construction and infrastructure development;
– Other industries permitted by law and in accordance with the Investment strategies at a specific time under reasonable decisions of the Fund Management Company
High rate of return
By investing both short-term and long-term in diversified debt instruments in the domestic market, MBBF can generate the return rate higher than the banks’ deposit rate. Via MBBF, individual investors may participate in the bond market, especially guaranteed government and corporate bonds.
Unlike term deposit which has fixed term and yields a very low interest rate if withdrawing before the maturity date, MBBF’s share can be sold in any periodic trading date.
The Fund is closely monitored by the Board of Representatives, Supervisory bank, Independent auditor, and State Securities Commission of Vietnam (SSC).
MBBF’s investment strategies are to invest 100% in the debt instruments market, which has a low level of risk. Besides, the portfolio’s risks are also reduced by investing in multiple debt instruments that are appropriate to the investment strategies of the Fund. This is the advantage of the Fund over individuals’ smaller size capital, which cannot be effectively diversified.
Professional investment team
MBBF is managed by MB Capital’s investment team, who have sufficient qualifications, experiences and skills in analyzing and responding immediately to any market movement. We can save investors the time required to monitor and analyze thousands of securities on the market.