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 30 Sept 2018
2018 Monthly Reports
2017 Monthly Reports
2016 Monthly Reports
2015 Monthly Reports
2014 Monthly Reports
2013 Monthly Reports
2012 Monthly Reports
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.
The Supervised Global Income Fund has a 5-star overall Morningstar Rating™ out of 54 Multi-Strategy Income Fund as of 31/10/2018.
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