Ratings & Awards

Ratings

Lonsec*Lonsec WordmarkRated by Lonsec
(Bentham Global Income Fund, Bentham Syndicated Loan Fund, Bentham High Yield Fund and Bentham Asset Backed Securities Fund) 
www.lonsecfiscal.com.au Financial Advisors, please contact your Fidante BDM for a copy of research reports
Morningstar**Morning Star Silver logoSilver
(Bentham Global Income Fund, 4 December 2018)
www.morningstar.com.au
Financial Advisors, please contact your Fidante BDM for a copy of research reports
Zenith^Recommended
(Bentham Global Income Fund and Bentham Syndicated Loan Fund)
www.zenithpartners.com.au
Financial Advisors, please contact your Fidante BDM for a copy of research reports

Awards

Money Magazine Best Income Fund Award 2019Bentham Global Income Fund gold winner of the “Best Income Fund” category in Money Magazine’s Best of the Best 2019 Awards.
Zenith Fund Awards 2018 finalistBentham Asset Management named finalist for Professional Planner – Zenith Fund Awards – Global and Diversified Fixed Interest for 2018
 Financial Standard Winner Fixed Income High Yield Bonds 2018Bentham Asset Management winner of the Financial Standard 2018 Investment Leadership Award in the Fixed Income – High Yield Bonds category.
 Morningstar Awards nominee 2018Bentham Asset Management nominated for Australian Fund Manager of the Year Fixed Interest Category, Australia at the Morningstar Awards 2018.
 MorningStar Awards Nominee 2017Bentham Asset Management nominated for Australian Fund Manager of the Year Fixed Interest Category, Australia at the Morningstar Awards 2017.
 Money Magazine Best Income Fund winner 2016Bentham Global Income Fund winner of Money magazine’s 2016 Best of the Best awards
Zenith Fund Awards Finalist 2015Bentham Global Income Fund named finalist for Professional Planner – Zenith Fund Awards – Global and Diversified Fixed Interest for 2015
Smart Investor Blue Ribbon Awards winner 2015Bentham Global Income Fund finalist in the Diversified Credit Fund category at the Financial Review Smart Investor Blue Ribbon Awards 2015
 Money Magazine Best Income Fund Winner 2015Bentham Global Income Fund winner of Money magazine’s 2015 Best of the Best awards
Zenith Fund Awards Finalist 2014Bentham Asset Management finalist for the Global and Diversified Fixed Interest Award at the Professional Planner | Zenith Fund Awards 2014.
Morningstar Awards winner 2014Awarded to Bentham Asset Management for Australian Fund Manager of the Year Fixed Interest Category, Australia at the Morningstar Awards 2014. 
Smart Investor Blue Ribbon Awards winner 2014Bentham Global Income Fund winner of the Diversified Credit Fund category at the Financial Review Smart Investor Blue Ribbon Awards 2014
Australian Fund Manager Awards winner 2013Bentham Asset Management winner of Global Fixed Interest Award at The Australian Fund Manager Awards 2013.
Zenith Fund Awards Finalist 2013Bentham Asset Management finalist for the Global and Diversified Fixed Interest Award at the Professional Planner | Zenith Fund Awards 2013.
Smart Investor Blue Ribbon Awards winner 2011Bentham Global Income Fund winner of the Diversified Credit / Multi-Strategy Income category at the Financial Review Smart Investor Blue Ribbon Awards 2011 – Diversified Credit/Multi Strategy Income Category 2011
S&P Fund Awards finalist 2011Bentham Asset Management finalist for the International Fixed Interest Award at the Standard and Poor’s | Professional Planner Awards 2011 – International Fixed Interest Category 2011
Smart Investor Blue Ribbon Awards winner 2010Bentham Global Income Fund winner of the Diversified Credit / Multi-Strategy Income category at the Financial Review Smart Investor Blue Ribbon Awards 2010 – Diversified Credit/Multi Strategy Income Category 2010
S&P Fund Awards Finalist 2010Bentham Asset Management finalist for the International Fixed Interest Award at the Standard and Poor’s | Professional Planner Awards 2010 – International Fixed Interest Category 2010
*The Lonsec Ratings (assigned September 2018 – Bentham Global Income Fund; September 2018  – Bentham Syndicated Loan Fund; September 2018 – Bentham High Yield Fund; September 2018 – Bentham Asset Backed Securities Fund) presented in this document are published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421445. The Ratings are limited to “General Advice” (as defined in the Corporations Act 2001 (Cth)) and based solely on consideration of the investment merits of the financial products. Past performance information is for illustrative purposes only and is not indicative of future performance. They are not a recommendation to purchase, sell or hold Bentham Asset Management products, and you should seek independent financial advice before investing in these products. The Ratings are subject to change without notice and Lonsec assumes no obligation to update the relevant documents following publication. Lonsec receives a fee from the Fund Manager for researching the products using comprehensive and objective criteria. For further information regarding Lonsec’s Ratings methodology, please refer to our website at: http://www.lonsecresearch.com.au/research-solutions/ourratings
**The Morningstar Analyst Rating™ for Bentham Global Income Fund is ‘Silver’ as of 04/12/2018. © 2018 Morningstar, Inc. All rights reserved. Neither Morningstar, its affiliates, nor the content providers guarantee the data or content contained herein to be accurate, complete or timely nor will they have any liability for its use or distribution. Any general advice or ‘class service’ have been prepared by Morningstar Australasia Pty Ltd (ABN: 95 090 665 544, AFSL: 240892) and/or Morningstar Research Ltd, subsidiaries of Morningstar, Inc, without reference to your objectives, financial situation or needs. Refer to our Financial Services Guide (FSG) for more information at www.morningstar.com.au/s/fsg.pdf. You should consider the advice in light of these matters and if applicable, the relevant Product Disclosure Statement before making any decision to invest. Our publications, ratings and products should be viewed as an additional investment resource, not as your sole source of information. Past performance does not necessarily indicate a financial product’s future performance. To obtain advice tailored to your situation, contact a professional financial adviser.
^The Zenith Investment Partners (ABN 27 103 132 672, AFS Licence 226872) (“Zenith”) rating (assigned March 2018 – Bentham Global Income Fund and Bentham Syndicated Loan Fund) referred to in this document is limited to “General Advice” (s766B Corporations Act 2001) for Wholesale clients only.  This advice has been prepared without taking into account the objectives, financial situation or needs of any individual and is subject to change at any time without prior notice.  It is not a specific recommendation to purchase, sell or hold the relevant product(s).  Investors should seek independent financial advice before making an investment decision and should consider the appropriateness of this advice in light of their own objectives, financial situation and needs.  Investors should obtain a copy of, and consider the PDS or offer document before making any decision and refer to the full Zenith Product Assessment available on the Zenith website.  Past performance is not an indication of future performance. Zenith usually charges the product issuer, fund manager or related party to conduct Product Assessments.  Full details regarding Zenith’s methodology, ratings definitions and regulatory compliance are available on our Product Assessments and at http://www.zenithpartners.com.au/RegulatoryGuidelines.
 Morningstar Awards 2018 (c). Morningstar Inc. All Rights Reserved. Bentham Asset Management nominated for Australian Fund Manager of the Year Fixed Interest Category, Australia.Morningstar Awards 2017 (c). Morningstar Inc. All Rights Reserved. Bentham Asset Management nominated for Australian Fund Manager of the Year Fixed Interest Category, Australia.Morningstar Awards 2014 (c). Morningstar, Inc. All Rights Reserved. Awarded to Bentham Asset Management for Australian Fund Manager of the Year Fixed Interest Category, Australia.The Professional Planner | Zenith Fund Awards are determined using proprietary methodologies. Fund Awards were issued October 5, 2018 and are solely statements of opinion and do not represent recommendations to purchase, hold or sell any securities or make any other investment decisions. Fund Awards are current for 12 months from the date awarded and are subject to change at any time. Fund Awards for previous years are referenced for historical purposes only.