Ardea Australian Inflation Linked Bond Fund

Overview

The Ardea Australian Inflation Linked Bond Fund invests primarily in the securities within the Bloomberg AusBond Government Inflation Index, nominal government and semi-government bonds, inflation derivatives, interest rate derivatives, as well as bank bills and NCDs issued by the four big banks.

The Fund is constructed initially by matching the investment risks inherent in the benchmark and by then overlaying multiple and diversified alpha strategies. The alpha strategies are based around two broad investment areas which include interest rates and arbitrage. Alpha trades are optimised to ensure that trades are appropriately sized based on their perceived level of risk.

Interests in the Ardea Australian Inflation Linked Bond Fund ARSN 141 165 362 are offered by Fidante Partners Limited ABN 94 002 835 592 AFSL 234668 (Fidante Partners). Fidante Partners has appointed Ardea Investment Management Pty Ltd as the investment manager of the Fund. 

Fund objective

To outperform the Bloomberg AusBond Inflation Government 0+ years Index over rolling three-year periods.

Investment approach

The investment approach is fundamentally driven with a focus on accurate measurement and management of risk. Ardea believes that by utilising multiple and diversified alpha sources, active management will add value over the medium term. 

For more information contact your financial adviser or call our Investor Services team on 13 51 53.