The Ardea Real Outcome Fund aims to stabilise your returns
irrespective of market movements.
Unlike most fixed income funds, Ardea’s Real Outcome Fund seeks less conventional investment opportunities, beyond simply buying and holding bonds. Its ‘relative value’ investment approach is designed to deliver low volatility returns irrespective of the level or direction of interest rates. The Fund also has low exposure to broader market fluctuations and excludes credit investments, resulting in a very defensive risk profile.
Key to the Fund’s success is the longevity and diversity of the investment team’s experience, through varied market cycles. This, combined with a constant focus on risk management, has made the Fund a top performer over the years^, delivering lower-risk absolute returns, while prioritising liquidity and capital preservation.
|Investment objective||The Fund targets a stable return in excess of inflation over the medium term.|
|Initial investment||$10,000 or $1,000 when a Regular Savings Plan is established.|
|Minimum investment timeframe||At least two years.|
|Investment universe||The Fund primarily invests in liquid and high quality Australian and global government bonds, semi-government bonds, interest rate derivatives, inflation linked securities and short term rated money market instruments. Ardea aims to hedge any foreign currency exposure back to AUD.|