Laddered Bonds

The Laddered Bond strategy is based on Canadian provincial and municipal bonds where cash flows (maturity and interest coupons) are equally weighted over a given period. This type of investment incorporates a large number of coupons and residuals. Titles are held until maturity and the amounts generated by the matured securities are reinvested. Optimum Asset Management uses this strategy with high-quality securities while applying continuous risk management.

Strategy Highlights

  • Optimum strategy created in 2010
  • Asset management tailored to the client’s risk budget
  • Consistent returns since the product was introduced

Documentation 

 

For further information, contact your Optimum representative.