Morningstar Rating

Spectrum Strategic Income Fund was rated 5 stars Overall by Morningstar as of 31 May 2022.  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.

Morningstar quantitative ratings
Overall ★★★★★
5 Year ★★★★
10 Year ★★★★★
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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 "In SQM Research's view, the Fund has an appreciable potential to outperform over the medium-to-long term. Historical performance has tended to be meaningful. PDS compliance processes are strong. There are very little to no corporate governance concerns. Management is of a 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.


Yield Report

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.