Spectrum Strategic Income Fund was rated 4 stars Overall by Morningstar as of 31 December 2020. The Morningstar Rating for funds is a measure of a fund's risk-adjusted return relative to similar funds. Funds are rated from one to five stars, with the best performers receiving five stars, and the worst receiving a single star. The Fund's current Morningstar Fund Report can be seen here.
© 2020 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.
The Morningstar Rating is an assessment of a fund’s past performance – based on both return and risk – which shows how similar investments compare with their competitors. A high rating alone is insufficient basis for an investment decision.
FE Crown Fund Rating - The Financial Express
Spectrum Strategic Income Fund received the highest possible 5 Crown Fund Rating from Financial Express as of February 2019, placing the Fund in the top 10% of funds in its class.
FE Crown Fund Ratings are a quantitative measure covering thousands of investment instruments collected worldwide. The ratings, from one to five, are designed to help investors identify funds which have displayed superior performance in terms of selection of securities, consistency and risk control.
The top 10% of funds are awarded five FE Crowns. The FE Crown Fund Ratings are updated twice a year during February and August.
SQM Research Rating
Spectrum Strategic Income Fund has a 4 star ‘Superior’ rating by SQM Research and is considered suitable for inclusion on most APLs.
A Superior Rating from SQM Research means that "The fund outperforms (or is likely to) its peers and benchmark the majority of the time. The fund most of the time has been operating within its mandate and PDS. There are very little to no corporate governance concerns. Management is of a very high calibre."
The comprehensive SQM Ratings Report on Spectrum Strategic Income Fund was prepared for financial advisers only. Spectrum's Fund Profile on SQM Research is available here.
YieldReport is described as providing Australia's only independent analysis of interest rate markets and securities.
Every month, it publishes an Australian Bonds Summary comparing the performance of around 30 – 40 funds, which includes Spectrum Strategic Income Fund.
The performance table compares the 1 month, 3 month, 1 year, 3 year, and 5 year returns of funds in AUD after fees.
Australian Fund Monitors
Australian Fund Monitors provides information on over 300 funds in Australia, encompassing 20 different investment styles, including equity based strategies to commodities, currencies, credit and fixed income strategies.
View detailed statistics concerning Spectrum Strategic Income Fund’s performance here.