This article provides an introduction to core plus investment strategy, which is suitable for beginners. We first explain what is core plus strategy, then provide an example portfolio construction, analyze its characteristics, discuss its application scenarios and risk management strategies. By the end of this article, investors should have a basic understanding of this type of investment strategy.
What is core plus investment strategy
An example core plus portfolio
Characteristics and benefits of core plus strategy
Application scenarios of core plus strategy
Risk management for core plus investors
Core plus strategy combines core holdings like bonds with satellite asset classes to pursue additional returns. It is suitable for conservative investors looking for modest extra yields without taking on excessive risks.