The Odd Case Of The Missing Asset Class.
Revised and updated for use by investors
An educational resource for advisers to share with clients who are seeking income and diversification.
Australian investors’ portfolios are commonly allocated between two extremes: low-risk cash and fixed interest at one end, and high-risk equities (predominantly Australian equities) at the other.
The Odd Case Of The Missing Asset Class looks into the conundrum and provides you with some insights into an asset class that has the potential to offer your clients:
- Highly diversified global credit holdings.
- Predictable monthly income.
- Moderate levels of risk.
To find out more about how The Missing Asset Class can close the gap in your client portfolios, download a copy of the booklet, email us for hard copies or contact a member of our business development team for more information.
This webpage is current as at 1 December 2015 and is provided by Fidante Partners Services Limited ABN 44 119 605 373, AFSL 320 505 (Fidante Partners), the issuer of interests in the Bentham Wholesale Global Income Fund ARSN 105 898 271. Bentham Asset Management ABN 92 140 833 674, AFSL 356199 (‘Bentham’) is the investment manager of the Funds. The information is intended solely for holders of an Australian Financial Services Licence or other wholesale clients as defined in the Corporations Act 2001 (Cth). It should be regarded as general information only rather than advice. A reference to any security is not a recommendation to buy. It has been prepared without taking account of any person’s objectives, financial situation or needs. Because of that, each person should, before acting on such information, consider its appropriateness, having regard to their objectives, financial situation and needs. If you acquire or hold an interest in the Fund, we will receive the fees and other benefits, which are disclosed in the Product Disclosure Statement for the Fund. Neither Fidante Partners nor a Fidante Partners related company and our respective employees receive any specific remuneration for any advice provided to you. However, financial advisers (including some Fidante Partners related companies) may receive fees or commissions if they provide advice to you or arrange for you to invest in the Fund. Bentham, some or all Fidante Partners related companies and directors of those companies may benefit from fees, commissions and other benefits received by another group company. Please note that this communication is for professional financial intermediaries resident in New Zealand only who are Wholesale Clients as defined by the Financial Advisers Act 2008 (as defined in Section 5C). Offers of interests in the Funds is contained in the Product Disclosure Statement issued by Fidante Partners which is available at www.fidante.com.au and must be considered before making a decision about the product. Past performance is not necessarily indicative of future performance. Returns may be volatile and may vary from year to year.