The Supervised Global Income Fund (ARSN 600 244 102) is founded on the philosophy of “conservative opportunism”, and is designed with the objective of minimising capital loss and delivering a positive return in excess of its Benchmark in both rising and falling markets.
The Investment Manager aims to provide returns through investing in a portfolio of debt securities and derivatives, using economic analysis and asset research combined with historic worst case stress testing to search out and discover the lowest risk best reward investment opportunities in the debt market. See more on the funds investment philosophy.
The Portfolio Manager, Phil Carden, has specialised in managing and trading all forms of investments in the global debt securities market since 1980.
2017 Performance Reports
2016 Performance Reports
2015 Performance Reports
2014 Performance Reports
2013 Performance Reports
2012 Performance Reports
2010 Performance Reports
2009 Performance Reports
The Supervised Global Income Fund (previously the Supervised High Yield Fund) is now open to retail investors. If you would like to invest, please contact One Investment Group , who are the Responsible Entity for the fund, or download the application form above.
Lonsec Research Report (October 2016)
Information on this website has been prepared by Supervised Investments Australia Limited ABN 45 125 580 305 AFSL 317155 (SIAL), the Investment Manager of the Supervised Global Income Fund (SGIF), and it does not take into account the investment objectives, financial situation or particular needs of any particular person. Investors should obtain individual financial advice based on their own particular circumstances before making an investment decision. Any person considering investment in the SGIF should first review the Product Disclosure Statement as updated from time to time (PDS) for the Fund issued by the Responsible Entity, One Managed Investment Funds Limited (ABN 47 117 400 987 AFSL 297042 (OMIFL), dated 15 August 2016. All opinions and statements included on this website constitute SIAL’s judgement and are subject to change without notice.
OMIFL and SIAL do not guarantee the performance of the Fund or the repayment of any investor’s capital. To the extent permitted by law, neither OMIFL nor SIAL, including their directors, senior executives, employees, consultants, advisers, officers or authorised representatives, are liable for any loss or damage arising as a result of reliance placed on the contents of this website. SIAL only provides services to wholesale clients, as defined in section 761G of the Corporations Act. Past performance is not indicative of future performance.
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.© 2016 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 (Australian products) or Investment Statement (New Zealand products) 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. Some material is copyright and published under licence from ASX Operations Pty Ltd ACN 004 523 782 (“ASXO”).