Products

We offer customised solutions for institutional clients seeking access to the inflation linked bond market. We also offer these solutions to smaller investors through our retail offering, the Ardea Wholesale Inflation Linked Bond Fund.

Institutional clients

We deliver tailored performance outcomes for institutional clients. We modify our institutional clients' exposure to inflation linked bonds to take advantage of perceived opportunities in inflation, interest rates and credit, while maintaining client investment objectives and mandate guidelines. At the same time we can advise on appropriate benchmarks for the investment objectives of that mandate.

For more information, contact us on +61 2 9994 7514 or email info@ardea.com.au

The Ardea Inflation Linked Bond Fund

 The Ardea Inflation Linked Bond Fund aims to outperform its benchmark (the UBSA Government Inflation Index 0+ years) over rolling three year periods.

  • Suggested minimum investment timeframe: At least three years.
  • Initial investment: $10,000 or $1,000 when a Regular Savings Plan is established.
  • Investment strategy:  Ardea is a longer term, fundamentally driven, value investor with a focus on liquidity and diversification.
  • Investment approach: The investment approach is fundamentally driven with a focus on accurate measurement and management of risk. We believe that by using multiple and diversified alpha sources, active management will add value over the medium to longer term.
  • Investment universe: The Fund invests mainly in the securities within the UBSA Government Inflation Index. The Fund can also invest in nominal government and semi-government bonds, inflation derivatives, interest rate derivatives, and bank bills and NCDs issued by Australia and New Zealand Banking Group, Commonwealth Bank of Australia, National Australia Bank and Westpac Banking Corporation. The Fund can also enter into repurchase agreements. The proceeds from repurchase agreements can only be invested in short-dated bank bills, NCDs and promissory notes with less than six months to maturity. Promissory notes must be rated A1 or better.

To invest in the Fund, visit our partner's website to download the product disclosure statement (PDS).

You can also find out more information by contacting your financial planner or Challenger Investor Services on 13 35 66.