These Canadian and global bond funds can help you diversify away equity risk [Toronto Globe and Mail (Ontario, Canada)]
Morningstar, Inc. (MORN)
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Source: Toronto Globe and Mail
These Canadian and global bond funds can help you diversify away equity risk Bond funds to complement your equity exposure and reduce systematic risk. Although the financial crisis is now more than a decade behind us, let’s not forget these sobering statistics: In the midst of the financial crisis, the average Canadian equity fund showed a maximum drawdown (value lost from peak to trough) of 43.6 per cent, while the average Canadian fixed income fund showed a maximum drawdown of only 3.6 per cent. This is a textbook example of why it is imperative that we as investors have exposure to multiple asset classes (with low correlations to one another) to ensure diversification and reduction of systematic risk, also known as market risk. In terms of one such asset class, fixed income, individual investors can certainly opt to create their own diversified bond portfolio, but some challenges block this path: 1) the minimum notional value required to purchase bonds directly; 2) the opaque natur
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