Ardea Real Outcome Fund
The Fund targets a stable return in excess of inflation over the medium term.
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 31 March 2021)