Ardea Real Outcome Plus Fund
The Fund targets a stable return in excess of inflation over the medium term.
|Suggested minimum investment timeframe||At least three 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 composed mainly of Commonwealth Government Bonds, Semi-Government Bonds, corporate credit securities and derivatives, 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 global bonds. Ardea aims to fully hedge any foreign currency exposure back to the Australian dollar.|