Ardea Real Outcome Fund
The Fund targets a stable return in excess of inflation over the medium term.
For more detail about the listed ActiveX Ardea Real Outcome Bond Fund (Managed Fund), click here.
Fund Facts
| Suggested minimum investment timeframe | At least two 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 based primarily on fundamental analysis with a focus on an accurate measurement and disciplined management of risk. Ardea believes that by utilising multiple and diversified investment strategies, they can add value over the medium to longer term. |
| Investment universe | The investment universe is comprised mainly of Commonwealth Government Bonds, Semi-Government Bonds, inflation derivatives, interest rate derivatives, bank bills and Negotiable Certificates of Deposit (NCDs) issued by larger Australian banks. The Fund may have up to 25% exposure to direct offshore Government bonds. In addition, the Fund may also use derivatives to gain additional exposure to non-Australian interest rates. Ardea aims to hedge any foreign currency exposure back to the Australian dollar. |
| Platforms
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AMP PortfolioCare AMP Wealthview Asgard eWrap Asgard Infinity Asset Administrator BT Panorama BT Wrap Clearview/Ausmaq FinHQ First Wrap First Wrap (CentrePoint badge) Grow Wrap Hillross PortfolioCare HUB24 IOOF – eXpand IOOF – Pursuit Select Macquarie Investment Consolidator (Elevate & Engage) Macquarie Investment Manager Mason Stevens Mentor (Oasis Badge) MLC Navigator MLC Wrap – IDPS MLC Wrap – Super Netwealth North Oasis OneVue / Investment Gateway Powerwrap Praemium Summit Symetry Symetry Active uXchange/WealthO2 Voyage (Oasis Badge) WealthTrac (Oasis Badge) Xplore Wealth (As at 31 December 2020) |
