Spectrum Asset Management Limited

www.spectruminvest.com.au

Spectrum is a Sydney based fund manager that focuses on income. Our strength is corporate debt. We take and manage credit risk with moderate interest rate risk. Spectrum’s income products are designed for investors who are looking for income higher than bank deposits but without the volatility of equity markets. Spectrum understands credit. We are veterans of the credit markets with experience in funds management, trading, investment banking and research in both the domestic and international credit markets. As of 31 May 2019, Spectrum Strategic Income Fund has produced an annualised return of 8.06% since its inception on the 31st of May 2009. The Fund has consistently generated stable returns and has never missed a distribution. Negative returns are rare, and drawdowns are minimal. Spectrum offers investors a number of ways to invest in our income products: 1. Directly via the application form in our Product Disclosure Statement. 2. By utilising an Investment Platform. 3. Through a participating broker on the ASX mFund platform. 4. A bespoke mandate tailored to meet your specific requirements. The Fund is designed to appeal to charities, private wealth clients and retirees looking for regular income. This fund may be suitable for potential investors who: 1. Are looking for returns that are greater than deposits but less volatile than equities; 2. Are thinking about retirement; 3. Have an SMSF portfolio; and, 4. Are not-for-profit organisations looking for reliable income.

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Spectrum is a Sydney based fund manager that focuses on income. Our strength is corporate debt. We take and manage credit risk with moderate interest rate risk. Spectrum’s income products are designed for investors who are looking for income higher than bank deposits but without the volatility of equity markets. Spectrum understands credit. We are veterans of the credit markets with experience in funds management, trading, investment banking and research in both the domestic and international credit markets. As of 31 May 2019, Spectrum Strategic Income Fund has produced an annualised return of 8.06% since its inception on the 31st of May 2009. The Fund has consistently generated stable returns and has never missed a distribution. Negative returns are rare, and drawdowns are minimal. Spectrum offers investors a number of ways to invest in our income products: 1. Directly via the application form in our Product Disclosure Statement. 2. By utilising an Investment Platform. 3. Through a participating broker on the ASX mFund platform. 4. A bespoke mandate tailored to meet your specific requirements. The Fund is designed to appeal to charities, private wealth clients and retirees looking for regular income. This fund may be suitable for potential investors who: 1. Are looking for returns that are greater than deposits but less volatile than equities; 2. Are thinking about retirement; 3. Have an SMSF portfolio; and, 4. Are not-for-profit organisations looking for reliable income.

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Country

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City (Headquarters)

Sydney

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Employees

1-10

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Founded

2001

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Potential Decision Makers

  • Owner

    Email ****** @****.com
    Phone (***) ****-****
  • Founding Principal and Chief Investment Officer

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  • Head of Research and Portfolio Analysis

    Email ****** @****.com
    Phone (***) ****-****

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