Who we are

Spectrum was established in 2001 with the objective of actively managing corporate bonds and hybrid income portfolios for investors seeking higher returns than traditional cash management and fixed income products.  The highly experienced Spectrum team combines a robust investment research process with a rigorous risk management and compliance infrastructure.

 

 

We strive to develop long-lasting relationships by providing superior investment outcomes, personalised service, and honest and transparent communication with regular Fund updates.

 

Spectrum Asset Management is independently owned and operated and investors always have access to a senior member of the management team. Furthermore, our firm and our team members are directly invested in our funds, ensuring our objectives are aligned with yours.

How We Invest

On a macro level…

 
We conduct a regular assessment of potential macro drivers of AUD credit spreads. The process uses both national and international influences. These drivers include both fundamental and technical issues. This view is then compared against the current positioning of the fund.Specifically, the following factors are to be reviewed:-
  • The credit spread duration;
  • The interest rate duration;
  • Sector concentrations;
  • Credit rating concentrations;
  • Security type concentrations.

On a micro level…..

For each security, the expected 12 month total credit return is calculated and then compared to the risk taken.  This target considers factors such as the expected overall credit spread direction of the market, sector influence, changes in issuer credit fundamentals and existing relative value.

Monitoring

The Spectrum team conducts a daily review of security performance, news, results and other factors that potentially could influence the prices of securities the Fund owns or could own.

Liquidity

The historical and potential secondary market liquidity of each security of the portfolio is assessed. This, in conjunction with the expected maturity profile of the portfolio, is used to assess the Fund’s liquidity profile. The overall fund is managed to deliver the liquidity needs of our investors.

Spectrum Asset Management Limited was founded in 2001 to manage investments in credit securities.

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ABN 31 096 442 198