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Bagging returns equal to double the rate of inflation is usually the domain of risky assets such as equities or even real estate. However, SA bonds (considered a safe-haven asset class for local investors) managed this feat over the past five years. Will  the next five years be as good?

The FTSE/JSE all bond index (Albi) managed an annualised return of 8.9% from 2016, with inflation averaging 4.3% a year for the same period. In the same time frame, the FTSE/JSE all share index delivered an annualised return of 11.4% to the end of March 2022.  FundsData, which tracks local unit trusts, shows that 35 funds with large bond holdings surveyed over the past five years returned a compounded average 44%, or 7.3% annualised...

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