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Fund manager

Bentham

Bentham Asset Management

Australian global credit specialist offering global income and global opportunities PIE funds to NZ investors.

Funds tracked
2
Headquarters
Sydney
Bentham websiteRead the Bentham review →

Peer managers

Other NZ managers in International FI

Scheme governance

Audit, trustee, history

International Fixed Interest

Global aggregate, corporate and sovereign bonds.

2 funds
Bentham Global Income PIE Fund
Fee
0.83%
Risk
3/7
PIE · capped at PIR (max 28%)conservative
Bentham Global Opportunities PIE Fund
Risk
4/7
PIE · capped at PIR (max 28%)balanced

Questions about Bentham

How many managed funds does Bentham offer in New Zealand?▾

Bentham runs 2 retail managed funds available to New Zealand investors, across 1 asset class: International Fixed Interest. Counts are taken from the FMA Disclose register.

What does Bentham charge?▾

Annual fund charges across Bentham's 1 fund with published data range from 0.83% to 0.83% per year. The charge is deducted from the fund, not billed separately. Figures come from each fund's Quarterly Fund Update via the FMA Disclose register.

Is Bentham a licensed fund manager in New Zealand?▾

Bentham operates in New Zealand as Bentham Asset Management. Managed investment schemes offered to NZ retail investors must be registered on the FMA Disclose register and operated by a licensed manager with a licensed supervisor. Each fund page links to its Disclose record so the registration can be checked directly.

Are Bentham's funds PIEs?▾

2 of Bentham's 2 funds are Portfolio Investment Entities (PIE). A PIE taxes investment income at your Prescribed Investor Rate, capped at 28%, rather than at your marginal income tax rate.

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