Global fixed income fund added to major platforms

fixed-income/global-fixed-income/bonds/platforms/bentham-asset-management/

24 April 2024
| By Laura Dew |
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Global fixed income fund Bentham Global Opportunities has been added to several major platforms, enabling it to be accessed more easily by financial advisers. 

The $400 million fund is now available on BT Panorama, Powerwrap and Netwealth, which have over 200,000 users.

It offers investors access to an actively managed, diversified, multisector global portfolio of fixed interest and credit securities with an absolute return focus. This is achieved by investing in high yield bonds, syndicated loans, investment grade securities, capital securities, asset backed securities and derivatives.

The fund’s goal is to deliver higher income to investors than can generally be achieved in traditional fixed interest markets, or term deposits, with lower volatility than equity markets.

“This fund is popular among family offices and private banking investors, drawing over $400 million in funds under management since inception in 2017. After launching a retail version mid last year, we are pleased that major platform providers have added this fund to their offerings as well,” Richard Quin, Bentham’s principal and chief investment officer, said.

“The Bentham Global Opportunities Fund also has the flexibility to adapt its credit exposure to suit market conditions across the credit cycle, gravitating to markets with the highest risk adjusted returns. The fund is active and will be opportunistic for investors when market dislocations arise and can use leverage opportunistically.”

Established in 2010, Bentham Asset Management is a specialist global fixed interest and credit investment manager. 

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