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Why does the portfolio have price volatility?

All investments face some level of volatility because of market dynamics. Price volatility in the Income+ portfolio is a natural part of investing, and here's why:

Market Factors: Security values fluctuate due to changes such as interest rate shifts or economic news.
Economic Data: Reports on inflation, unemployment, or other global events can influence investor decisions and, consequently, security prices.
Diversification: While Income+ holds a variety of assets to help reduce risk, it doesn't eliminate it. Different assets can perform differently at any given time, leading to some level of volatility.
Distributions Timing: Sometimes there's a timing difference between when bond interest is received by the funds and when distributions are made to fund investors. If distributions are paid out of capital before this interest comes in, it can temporarily influence the portfolio's price.

It's the short-term ups and downs investors might see. But remember, over time, a diversified portfolio like Income+ aims to provide steadier, more consistent returns despite these fluctuations.

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Why does the portfolio have price volatility?

All investments face some level of volatility because of market dynamics. Price volatility in the Income+ portfolio is a natural part of investing, and here's why:

Market Factors: Security values fluctuate due to changes such as interest rate shifts or economic news.
Economic Data: Reports on inflation, unemployment, or other global events can influence investor decisions and, consequently, security prices.
Diversification: While Income+ holds a variety of assets to help reduce risk, it doesn't eliminate it. Different assets can perform differently at any given time, leading to some level of volatility.
Distributions Timing: Sometimes there's a timing difference between when bond interest is received by the funds and when distributions are made to fund investors. If distributions are paid out of capital before this interest comes in, it can temporarily influence the portfolio's price.

It's the short-term ups and downs investors might see. But remember, over time, a diversified portfolio like Income+ aims to provide steadier, more consistent returns despite these fluctuations.