BEST IN­COME FUNDS

A diver­si­fied port­fo­lio of high-qual­ity bonds keeps the cash flow­ing in

Money Magazine Australia - - INVESTING MANAGED FUNDS -

Global in­come funds have had a mixed 12 months but over three years most have per­formed strongly, pro­vid­ing an al­ter­na­tive and re­li­able source of in­come for in­vestors.

Joint win­ners this year are PIMCO’s Whole­sale Global Credit fund, which has also been a win­ner in the past two years, and the Ben­tham Global In­come fund, sec­ond for the past two years.

The PIMCO Global Credit fund aims to pro­vide in­vestors with at­trac­tive re­turns from high-qual­ity cor­po­rate bonds.

The fund has the abil­ity to broadly di­ver­sify across in­dus­tries, is­suers and re­gions of the cor­po­rate bond sec­tor and can seek to add value through in­vest­ments in high-qual­ity gov­ern­ment bonds, mort­gages and for­eign bonds.

It pro­vides its in­vestors with quar­terly dis­tri­bu­tions.

Three Ben­tham funds make the cut this year.

In top spot, the Ben­tham Global In­come fund pro­vides diver­si­fied ex­po­sure to do­mes­tic and global credit mar­kets. It’s ac­tively man­aged, with al­lo­ca­tions across dif­fer­ent credit sec­tors, trad­ing of in­di­vid­ual se­cu­ri­ties and manag­ing risk. It pro­vides ac­cess to global in­vest­ment op­por­tu­ni­ties not typ­i­cally avail­able to di­rect re­tail in­vestors, with monthly dis­tri­bu­tions.

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