Ch.11 · Scheme Performance Disclosure Rules · easy

In a debt fund's portfolio, what does 'credit quality' refer to?

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EXPLANATION

Credit quality refers to the financial health and repayment ability of bond issuers in the fund's portfolio. Higher credit quality (AAA, AA) means lower default risk. Lower credit quality (A, BBB, or below) means higher yield but higher default risk. Credit quality breakdown is a key disclosure in debt fund fact sheets.

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