Spectrum Strategic Income Fund has produced an annualised return of 8.3% since its inception on 31 May 2009. The Fund has consistently generated stable returns and has never missed a distribution. Negative returns are rare and drawdowns are minimal. The Fund has now produced 34 months of consecutive positive monthly returns, as of 30 September 2018.
Spectrum invests primarily in Australian dollar corporate bonds. We limit exposure to long-term interest rate risk by investing mainly in floating rate notes. The Fund does not use leverage or derivatives and takes no currency risk. Our focus is taking and managing credit risk to generate income for investors.
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.