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

AMP PortfolioCare
AMP Wealthview
Asgard eWrap
Asgard Infinity – Core
Asgard Infinity – Select
Asset Administrator
BT Panorama
BT Wrap
FinHQ
First Wrap
First Wrap (CentrePoint badge)
Hillross PortfolioCare
HUB24
IOOF – Pursuit Core
IOOF – Pursuit Select
IOOF – eXpand
Macquarie Investment Consolidator (Elevate & Engage)
Macquarie Wrap Investment Manager
MLC Masterkey
MLC Wrap – IDPS
MLC Wrap – Super
MLC Navigator
Netwealth Public
Netwealth Private
North
Powerwrap
Praemium
Summit
Symetry
uXchange/WealthO2 (As at 31 March 2020)

 

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