Australia
Fixed Income

Bentham Asset Management

About Bentham

Bentham Asset Management (Bentham) is a specialist global credit investment manager. Their investment philosophy is based on a strong credit culture and a systematic investment process. Their focus is on the preservation of principal and protection against downside risk.

Through diversified exposure to the global credit market and active management, their approach seeks to provide more investment opportunities when compared with managers that focus only on domestic fixed income markets.

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Approach

Bentham’s global focus provides more investment opportunities and diversity when compared with managers that focus only on domestic fixed income markets. In addition, global markets provide Bentham with greater depth and liquidity.

Bentham draws on a combination of both internal experience and strong relationships with specialist investment managers. Bentham identifies global investment opportunities in different credit sectors, then populates those sectors using bottom-up security selection. Key aspects to Bentham’s approach include relative value asset allocation, appropriate diversification and a respect for market liquidity.

Our Funds

Bentham Syndicated Loan Fund (NZD)
Fixed Income
The Fund aims to provide investors with exposure to high-yielding investments primarily through the US syndicated loan market, with an active allocation to investments in different industries, issuers and geographies.
Bentham Syndicated Loan Fund
Fixed Income
The Fund aims to provide investors with exposure to high-yielding investments primarily through the US syndicated loan market, with an active allocation to investments in different industries, issuers and geographies.
Bentham High Yield Fund
Fixed Income
The Fund provides diversified exposure to the US high yield bond market with active allocation between individual securities and industries.
Bentham Asset Backed Securities Fund
Fixed Income
The Fund is focused on generating income by investing in investment grade global asset backed securities.
Bentham Global Income Fund
Fixed Income
The Fund is actively managed and focused on generating stable investment income. The Fund provides diversified exposure to domestic and global credit markets.
Bentham Defensive Income Fund
Fixed Income
The Fund aims to provide investors with access to a diversified, defensive, multi-sector credit strategy with a focus on providing steady monthly income while managing downside volatility.
Bentham Global Income Fund (NZD)
Fixed Income
The Fund is actively managed and focused on generating stable investment income. The Fund provides diversified exposure to domestic and global credit markets.
Bentham Global Opportunities Fund
Fixed Income
The Fund is focused on providing diversified exposure to securities across global credit markets, with the flexibility to adapt its credit and cash exposure to suit market conditions across the credit cycle and deliver consistent levels of income.

Resources

Download & Links

12H Report
Tax Guide
AMMA Guide

ESG

Bentham ESG Policy

Product Updates

Update to Buy/Sell Spreads
20 FEB 2024: Team Update
29 SEP 2022: RG97 Transaction Costs - Update of Information

Team

Richard Quin
Richard Quin
CIO & Principal
Nik Persic
Nik Persic
Deputy CIO & Principal
Mark Fabry
Mark Fabry
Senior Analyst & Principal

Contact Bentham

General Enquiries

info@fidante.com.au
1300 721 637 (Within Australia)
+612 8023 5428 (Outside of Australia)

Institutional Investors and Asset Consultants


Daniel Conti
Senior Portfolio Specialist, Bentham Asset Management
+612 9994 7923
daniel.conti@benthamam.com

Financial Advisers from VIC, SA & WA


David Livera
+614 0238 7931
david.livera@benthamam.com

Financial Advisers from NSW, QLD, TAS & ACT


Larry Francis
+612 9994 7927
larry.francis@benthamam.com