Ratings & Awards

Ratings

Lonsec* Lonsec Wordmark Rated by Lonsec
(Bentham Global Income Fund, Bentham Syndicated Loan Fund and Bentham High Yield Fund) 

www.lonsecfiscal.com.au

Financial Advisors, please contact your Fidante BDM for a copy of research reports

Morningstar** r silver mlogo Silver
(Bentham Global Income Fund, August 2014)

http://www.morningstar.com.au

Financial Advisors, please contact your Fidante BDM for a copy of research reports

Zenith^ zenith rating recommended logo 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

 BOB best income fund web

Bentham Global Income Fund winner of Money magazine's 2016 Best of the Best awards

Zenith FINALIST logo 2015 Bentham Web

Bentham Global Income Fund named finalist for Professional Planner - Zenith Fund Awards - Global and Diversified Fixed Interest for 2015

Bentham Runner Up Smartinvestor 2015

Bentham Global Income Fund finalist in the Diversified Credit Fund category at the Financial Review Smart Investor Blue Ribbon Awards 2015

 BOBAwards2015 Best Income Fund

Bentham Global Income Fund winner of Money magazine's 2015 Best of the Best awards

Zenith FINALIST logo 2014 CMYK 300dpi

Bentham Asset Management finalist for the Global and Diversified Fixed Interest Award at the Professional Planner | Zenith Fund Awards 2014.

With category

Bentham Asset Management winner of the Fixed Interest Category in the Morningstar Awards 

 

SMIBRA Diversified Credit Fund winner 2014

Bentham Global Income Fund winner of the Diversified Credit Fund category at the Financial Review Smart Investor Blue Ribbon Awards 2014

Bentham Asset Management AFMA13

Bentham Asset Management winner of Global Fixed Interest Award at The Australian Fund Manager Awards 2013.

Zenith FINALIST logo

Bentham Asset Management finalist for the Global and Diversified Fixed Interest Award at the Professional Planner | Zenith Fund Awards 2013.

SIBRAlogoWinner2011

Bentham 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

SP Fund Awards 2011 finalist logo

Bentham Asset Management finalist for the International Fixed Interest Award at the Standard and Poor’s | Professional Planner Awards 2011.

International Fixed Interest Category 2011

Awardslogo winner10

Bentham 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

SPFundAwards2010 finalistlogo

Bentham 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 October 2015 - Bentham Global Income Fund; December 2015 - Bentham Syndicated Loan Fund; November 2015 - Bentham High Yield 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” and based solely on consideration of the investment merits of the financial product(s). In New Zealand it must only be provided to “wholesale clients” (as defined in the Financial Advisers Act 2008 (NZ)). Past performance information is for illustrative purposes only and is not indicative of future performance. It is not a recommendation to purchase, sell or hold Bentham Asset Management product(s), and you should seek independent financial advice before investing in this product(s). The Ratings are subject to change without notice and Lonsec assumes no obligation to update the relevant document(s) following publication. Lonsec receives a fee from the Fund Manager for researching the product(s) using comprehensive and objective criteria. For further information regarding Lonsec’s Ratings methodology, please refer to our website at: http://www.beyond.lonsec.com.au/intelligence/lonsec-ratings.  
**
© 2016 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 (Australian products) or Investment Statement (New Zealand products) 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. Some material is copyright and published under licence from ASX Operations Pty Ltd ACN 004 523 782 ("ASXO").
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The Zenith Investment Partners ("Zenith") Australian Financial Services License No. 226872 ratings (assigned March 2016 - Bentham Global Income Fund and Bentham Syndicated Loan Fund) referred to in this document are limited to "General Advice" (as defined by the Corporations Act 2001) for Wholesale clients only. The advice has been prepared without taking into account the objectives, financial situation or needs of any individual. 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. Zenith usually charges the product issuer, fund manager or a related party to conduct Product Assessments. Full details regarding Zenith's methodology, ratings definitions and regulatory compliance are available on our Product Assessment's and at http://www.zenithpartners.com.au/RegulatoryGuidelines.
 
Morningstar Awards 2014 (c). Morningstar, Inc. All Rights Reserved. Awarded to Bentham Asset Management for Fixed Interest Category Winner in the Morningstar Awards 2014.