Amidst the ever-shifting landscape of economic uncertainties, investors seek solace in the steadfast embrace of fixed income securities. With unwavering commitment, we have meticulously crafted the Fixed Income Portfolio, embodying the essence of reliability, and designed to serve as a cornerstone for wealth preservation and growth within our community.
Redefining excellence in the realm of fixed-income securities, our portfolio comprises a curated selection of private credit deals one sees (or saw) on our platform, now available via a single product.
4.20% p.a.
Fixed return paid out monthly
CHF 10’000
Minimum investment
What sets this strategy apart and ahead
1. Diversification and low correlation with public markets
Private credit typically tends to have a low correlation with publicly traded investments, helping to shield returns from wider market disruption and demonstrating resilience amidst challenging periods, such as the COVID-19 pandemic.
By integrating private credit into a well-balanced investment portfolio, individuals can thus strategically enhance the diversification aspect, mitigating risk, and positioning themselves to withstand various market fluctuations in the process.
2. Attractive interest and regular monthly payouts
The Fixed Income Portfolio offers monthly interest payments of 4.20% per annum. This attractive yield not only outpaces multiple conventional fixed-income assets but also provides investors with a consistent income stream, positioning the Portfolio as an appealing option for those seeking both solid and steady returns.
3. The flexibility of a savings account
The portfolio maintains a 20% allocation in cash or liquid assets, allowing for early redemptions on request following a 3-month holding period. This unique feature, rare within the private domain, enables investors to access their funds swiftly, all while ensuring a liquidity window that allows them to simultaneously seize new opportunities as they arise in the ever-evolving financial landscape.
At Moonshot, we are proud to offer such an incredible portfolio to esteemed members – the ideal tool with fixed income to combat volatility and put liquidity to work. Visit moonshot.ch/fixed-income-strategy/ to learn more about this outstanding portfolio and how you can start investing.
