Spectrum Strategic Income Fund
The Spectrum Strategic Income Fund is an actively managed credit fund that invests in a range of debt and hybrid securities with the objective of maximising income whilst preserving capital.
The Spectrum Strategic Income Fund caters to risk-averse investors seeking a steady income stream. This actively managed fund offers an alternative to traditional fixed income and cash management by investing in a diversified mix of debt and hybrid securities. The portfolio prioritizes capital preservation with a low volatility focus. Its mostly floating-rate structure ensures returns rise alongside interest rates. Income is distributed quarterly, and the fund boasts a "Superior" rating from Asset Consultant SQM. This makes Spectrum a compelling option for investors seeking a reliable income stream without the higher risks associated with equity markets.
The Spectrum Strategic Income Fund is an actively managed credit fund that invests in a range of debt and hybrid securities with the objective of maximising income whilst preserving capital. The portfolio holds a diversified number of securities with risk limits imposed and actively monitored across security type, credit risk, industry, and issuers. Issuers include government bodies, banks, and corporates.
The Fund seeks to deliver higher returns to investors than traditional cash management and fixed income investments. The Funds lower duration profile seeks to limit volatility of returns. It is suited to investors with a low tolerance for volatility of returns and focuses on capital preservation and growth as well as income production. The portfolio is mostly floating rate, so returns increase as interest rates rise. Income is distributed quarterly.
Asset Consultant (SQM) has a “Superior” rating for the Spectrum Strategic Income Fund.
- Experienced and active management team with a proven track record
- Quarterly distributions
- Low duration portfolio
- Diversified portfolio of AUD denominated corporate securities
- Consistent top quartile performance
- taking a global macroeconomic and political view of the likely future level of interest rates;
- using quantitative techniques and credit research to identify stocks that the Investment Manager expects to offer a yield premium in excess of the market for a particular creditworthiness;
- taking a medium term investment horizon view, whilst seeking to maintain appropriate liquidity requirements associated with a managed fund;
- adhering to a portfolio based investment process that features a disciplined approach to diversification and a comprehensive limit system; and
- engaging in active management of credit.
- listed and unlisted corporate debt, financial, government and government-related debt securities;
- listed income securities and convertible notes issued by corporate issuers and financial issuers;
- investment grade collateralised mortgage and debt obligations, residential and commercial mortgage backed and other asset backed securities;
- international government agency securities issued in Australian dollars; and
- term deposits and bank certificates of deposit and bankers’ acceptances.
Equity Trustees Limited (“Equity Trustees” or “ETL”) was established in 1888 by an Act of the Victorian Parliament to provide trustee and executor services, offering traditional trustee and estate management duties. Equity Trustees has developed into a financial services provider offering a broad range of products and services to a diverse client base.
Equity Trustees is the investment manager of the Fund. Equity Trustees is a wholly owned subsidiary of EQT Holdings Limited. Equity Trustees has an experienced team of investment professionals managing over $3.5bn for clients such as individual investors, corporate superannuation trusts, philanthropic investors and not-for-profit organisations.
Lindsay has just started at Equity Trustees. He was one of the founders of Spectrum Asset Management and the Portfolio Manager of the Spectrum Strategic Income Fund. Lindsay has over 30 years of investment experience where he has held senior roles in Dresdner Kleinwort Benson, Potter Warburg and Westpac.
Lindsay has extensive experience in capital market syndications and organisatons, hybrids, derivatives, swaps, credit derivatives, credit securities and bond trading. Lindsay was Vice Chairman of the Debt Capital Markets Committee and was a sub-Editor of the AFMA Dealers Handbook and Interest Rates Handbook. Lindsay holds a BSc Chemical Physics, Graduate Diploma Banking and Finance, Master Applied Finance and an MBA.
Joined Equity Trustees: 1 May 2023
Qualifications: BSc. Grad Dip Banking & Finance, MAppFin, MBA
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