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).

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 North AMP PortfolioCare AMP Wealthview Asgard eWrap Asgard Infinity Australian Unity Lifeplan Investment Bond BT Panorama Clearstream/Ausmaq FinHQ (IOOF – FirstWrap badge) FirstWrap FirstWrap – Investment Xchange (CentrePoint badge) Grow Wrap Hillross PortfolioCare HUB24 IOOF – Asset Administrator IOOF – eXpand IOOF – Pursuit Select IOOF – Rhythm Macquarie Conslidator I & II – Elevate Macquarie Manager I & II Mason Stevens Mentor (Oasis Badge) MLC Navigator MLC Wrap Netwealth Oasis OnePath OneAnswer OneVue Powerwrap Praemium Summit Symetry Symetry Active uXchange/WealthO2 Voyage (Oasis Badge) WealthTrac (Oasis Badge) Xplore Wealth (As at January 2022)