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 fund’s 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.

Return data (after fees) as at 31 Aug 2018

August 2018 performance table

2010 Monthly Reports

2009 Monthly Reports

Information on this website has been prepared by Supervised Investments Australia Limited ABN 45 125 580 305 AFSL 317155 (SIAL), 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. All opinions and statements included on this website constitute SIAL’s judgement and are subject to change without notice.

SIAL does not guarantee the performance of the funds or the repayment of any investor’s capital. To the extent permitted by law, SIAL, including its directors, senior executives, employees, consultants, advisers, officers or authorised representatives, are not 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.

Morningstar Disclaimer

The Supervised Global Income Fund has a 4-star overall Morningstar Rating™ out of 54 Multi-Strategy Income Fund as of 31/08/2018.

© 2018 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.