Ardea Real Outcome Fund
The Fund targets a stable return in excess of inflation over the medium term.
You should read the Fund’s Target Market Determination (TMD) and the Fund’s Product Disclosure Statement (PDS) to ensure the key attributes of the Fund as described in the TMD and PDS aligns with your objectives, financial situation and needs.
The Ardea Real Outcome strategy is available as both a managed fund and listed ETF.
View more detail about the listed ActiveX Ardea Real Outcome Bond Fund (Managed Fund)(ASX: XARO).
|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.|
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(As at January 2022)