Is Now the Time to Buy Fixed Income?
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Despite the Federal Reserve’s promise to keep the federal funds rate low and support the bond market, interest rates have seen an acute increase since August 2020. The 10-year Treasury yield has risen over 1.10% since that time, closing at 1.65% on 4/7/2021.
 
What does a 75 basis point increase in the 10-year U.S. Treasury note mean for fixed income? Historically, it has signaled potential good news.
  Good News for Fixed Income?  
 
Source: Sage Advisory.
Performance data quoted represents past performance and is no guarantee of future results.
AdvisorShares offers a variety of actively managed fixed income ETFs which a variety of strategy types with varying exposures to yield, duration and credit risks.
 
HOLD – AdvisorShares Sage Core Reserves ETF >
     
Avg. Effective Duration
0.72
30-Day Unsubsidized Yield
0.13%
30-Day Subsidized Yield
0.49%
 • 
Ultra-short duration
 • 
Seeks capital preservation while maximizing income
 • 
Uses a top-down analytical approach focused on actively managing duration risk, yield curve positioning, sector allocation and security selection
 
MINC – AdvisorShares Newfleet Multi-Sector Income ETF >
     
Avg. Effective Duration
1.97
30-Day Unsubsidized Yield
1.52%
30-Day Subsidized Yield
1.52%
 • 
Short duration
 • 
Applies a relative value approach to portfolio construction across 14 bond market sectors
 • 
Uses top down quantitative and qualitative analysis in sector allocation, bottom up fundamental research in security selection, and systematic review in risk management
 
FWDB – AdvisorShares FolioBeyond Smart Core Bond ETF >
     
Avg. Effective Duration
3.38
30-Day Unsubsidized Yield
0.67%
30-Day Subsidized Yield
2.12%
 • 
Intermediate - long duration
 • 
A core, multi-sector bond strategy that seeks opportunistic allocations across 20+ distinct fixed income categories
 • 
Uses an institutional optimization strategy to assess multiple market variables, allocate between five to ten bond sectors, and actively adjust the portfolio to manage downside risk in volatile environments
 
 
Duration as of 02/28/2021; yield as of 3/31/2021.
Past performance does not guarantee future results. Current performance may be lower or higher than the performance data quoted. Investment return and principal value will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than original cost. For the most recent month-end and standardized performance click on the respective funds ticker: 
 HOLD  |  MINC   |  FWDB 
 
 

 
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-For Financial Intermediary Use Only - Not For Use With The Retail Public-
 
Before investing you should carefully consider the Fund’s investment objectives, risks, charges and expenses. This and other information is in the prospectus, a copy of which may be obtained by visiting the Fund’s website at www.AdvisorShares.com. Please read the prospectus carefully before you invest.  Foreside Fund Services, LLC distributor.
 
FWDB - There is no guarantee that the Fund will achieve its investment objective. An investment in the Fund is subject to risk, including the possible loss of principal amount invested. ETNs have a maturity date and generally, are backed only by the creditworthiness of the issuer. The value of an ETN may be influenced by time to maturity, level of supply and demand for the ETN, volatility and lack of liquidity in the underlying market (e.g., the commodities market), changes in applicable interest rates, and changes in the issuer’s credit rating and economic, legal, political or geographic events that affect the market. Other Fund risks include market risk, equity risk, early closing risk, liquidity risk and trading risk. The Fund will be subject to the risks associated the Underlying ETFs’ or ETP’s investments such as commodity risk, concentration risk, credit risk, fixed income risk, high yield risk, income risk, interest rate risk, and investment risk.
 
HOLD - There is no guarantee that the Fund will achieve its investment objective. Diversification and sector asset allocation do not guarantee a profit, nor do they eliminate the risk of loss of principal. An investment in the Fund is subject to risk, including the possible loss of principal amount invested. The Fund’s investment in fixed income securities will change in value in response to interest rate changes and other factors, such as the perception of the issuer’s creditworthiness. Fixed income securities with longer maturities are subject to greater price shifts as a result of interest rate changes than fixed income securities with shorter maturities. The Fund’s investments in high-yield securities or “junk bonds” are subject to a greater risk of loss of
income and principal than higher grade debt securities. In addition the Fund is subject to leveraging risk which tends to exaggerate the effect of any increase or decrease in the value of the portfolio securities. The Fund is also subject to liquidity risk, issuer risk, foreign currency and investment risk, prepayment risk and trading risk.
 
MINC - There is no guarantee that the Fund will achieve its investment objective. Diversification and sector asset allocation do not guarantee a profit, nor do they eliminate the risk of loss of principal. An investment in the Fund is subject to risk, including the possible loss of principal amount invested. The Fund’s investment in fixed income securities will change in value in response to interest rate changes and other factors, such as the perception of the issuer’s creditworthiness. Fixed income securities with longer maturities are subject to greater price shifts as a result of interest rate changes than fixed income securities with shorter maturities. The Fund’s investments in high-yield securities or “junk bonds” are subject to a greater risk of loss of income and principal than higher grade debt securities.
 
See the prospectus for specific risks.
 
 

 
 
 
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