Smart Beta Fixed Income: Taking A Qualitative Approach
Fixed income just got a lot smarter. A new, innovative approach looks at fundamentals and yield, rather than focusing on the size of debt.
Sounds intuitive, but it’s actually quite unique. Learn more in our Smart Beta Fixed Income Snapshot.
Below you will find links to our latest whitepapers, investment cases and current research.
You can also read economic and market commentary from our thought leaders and connect with us on social media.
WisdomTree Australia & New Zealand Debt Fund seeks a high level of total returns consisting of both income and capital appreciation. The Fund attempts to achieve its investment objective through investment in debt securities denominated in Australian or New Zealand Dollars.
Prior to October 25, 2011, the WisdomTree Australia & New Zealand Debt Fund (AUNZ) was named the WisdomTree Dreyfus New Zealand Dollar Fund (BNZ).
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This information must be preceded or accompanied by a prospectus, click here to view or download prospectus. We advise you to consider the fund's objectives, risks, charges and expenses carefully before investing. The prospectus contains this and other important information about the fund. Please read the prospectus carefully before you invest.
There are risks associated with investing, including possible loss of principal. Foreign investing involves special risks, such as risk of loss from currency fluctuation or political or economic uncertainty. Derivative investments can be volatile and these investments may be less liquid than other securities, and more sensitive to the effects of varied economic conditions. The Fund focuses its investments in Australia and New Zealand, thereby increasing the impact of events and developments in Australia and New Zealand that can adversely affect performance.
Fixed income investments are subject to interest rate risk; their value will normally decline as interest rates rise. In addition when interest rates fall income may decline. Fixed income investments are also subject to credit risk, the risk that the issuer of a bond will fail to pay interest and principal in a timely manner, or that negative perceptions of the issuers ability to make such payments will cause the price of that bond to decline. Unlike typical exchange-traded funds, there is no index that the Fund attempts to track or replicate. Thus, the ability of the Fund to achieve its objective will depend on the effectiveness of the portfolio manager. Due to the investment strategy of this Fund it may make higher capital gain distributions than other ETFs. Please read the Fund's prospectus for specific details regarding the Fund's risk profile.
WisdomTree Funds are distributed by Foreside Fund Services, LLC in the U.S. only.