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About the Fund

The Bentham Global Income Fund (NZD) is actively managed and focused on generating stable investment income. The Fund provides diversified exposure to domestic and global credit markets.

Access to global investment opportunities not typically available to direct retail investors.
Diversified sources of income across many countries, industries, companies and investment types.
Targeted income distribution frequency: monthly.

Fund Facts

About this fund
Inception date
30 September 2013
Benchmark
50% Bloomberg Ausbond Composite Bond Index (hedged to NZD) and 50% Bloomberg Ausbond Bank Bill Index (hedged to NZD)
Fund size (at 31 Aug 2022)
$109.7M
Distribution Frequency
Monthly
Suggested Min Timeframe
3 years
Currency
AUD
Portfolio Managers
Richard Quin
Fund IDs
ARSN
165 696 417

 

Fees / Pricing
Management Costs
0.77%
Min Investment
NZD$50,000.00
Funds under management displayed at a class level only.
Interests in the Bentham Syndicated Loan Fund NZD ARSN 165 696 300 are offered by Fidante Partners Services Limited (ABN 44 119 605 373 AFSL 320505) (Fidante Partners). Fidante Partners has appointed Bentham Asset Management Pty Ltd (ABN 92 140 833 674 AFSL 356199) as the investment manager of the Funds.

Ways to Invest