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, 30 January 2018)

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

Zenith Awards 2018 FINALIST logo PURPLE Bentham Asset Management named finalist for Professional Planner - Zenith Fund Awards - Global and Diversified Fixed Interest for 2018
 Picture2 Bentham Asset Management winner of the Financial Standard 2018 Investment Leadership Award in the Fixed Income - High Yield Bonds category.
 2018

Bentham Asset Management nominated for Australian Fund Manager of the Year Fixed Interest Category, Australia at the Morningstar Awards 2018.

 2017

Bentham Asset Management nominated for Australian Fund Manager of the Year Fixed Interest Category, Australia at the Morningstar Awards 2017.

 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.

Picture3

Awarded to Bentham Asset Management for Australian Fund Manager of the Year Fixed Interest Category, Australia at the Morningstar Awards 2014.

 

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 2018 - Bentham Global Income Fund; October 2018  - Bentham Syndicated Loan Fund; October 2018 - 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” (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 Bentham Global Income Fund received a Morningstar Analyst Rating™ of ‘Silver’ on 30/01/2018. © 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.
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The Zenith Investment Partners ("Zenith") Australian Financial Services License No. 226872 ratings (assigned March 2018 - 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 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.