Income is an essential component of many client portfolios. And when that income is intended to meet cash flow needs, the tools and planning can get complicated. These tools empower investors with the flexibility to choose maturities, ladder investments, and determine their appropriate risk exposure all while maintaining liquidity and transparency.
The Bulletshares Indexes track performance of an investment in a diversified, held-to-maturity portfolio of fixed income securities with a common year of maturity.
Accretive Asset Management developed the BulletShares® methodology in 2009 with the objective of combining the benefits of individual bonds and bond funds. Each BulletShares index represents a specific year of maturity and terminates after the bonds in its portfolio mature.
Investors can use products based on BulletShares Indexes like they use individual bonds, whether building traditional bond ladders or constructing more sophisticated portfolios designed to meet future cash flow needs. These indexes are the foundation for bond funds that act like bonds.
Ways to Invest
Index Performance Data