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China Market Observer: Balancing Risk and Return With Fixed Income Plus Funds

Fixed income plus funds can provide higher returns to investors than traditional fixed income products.


Fixed income plus funds provide stable income with a core fixed income component, while offering some growth potential via a smaller “plus” component of risker assets. They typically become popular in low-interest-rate environments. In China, these funds have recently grown in popularity, so investors should understand the risk-return profiles among these funds for their investing goals.



Our latest report analyzes the fixed income plus fund landscape in China, including the funds’ investment strategies, risk adjusted return characteristics, and more.



Download the report to learn how fixed income plus funds can fortify your clients’ investment strategies.

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What's Inside:

  • In-depth analysis of fixed income plus funds across Morningstar allocation categories 
  • Which assets are common “plus” components in fixed income plus funds 
  • Our analysts’ insights into how investors should consider fixed income plus funds for portfolio construction 

Get the Report