About the Fund
The Ardea Australian Inflation Linked Bond Fund primarily invests in securities within the Bloomberg AusBond Inflation Government 0+ years Index, plus government and semi-government bonds in Australia to achieve an inflation-linked return. The Fund is available to wholesale clients (as defined in the Corporations Act 2001) only.
An investment approach based primarily on fundamental analysis with a focus on an accurate measurement and disciplined management of risk.
Diversification by implementing multiple trade ideas to capture alpha from market inefficiencies whilst maintaining market beta and minimising transaction costs.
Experienced and stable investment team.
Why this Fund
The Ardea Australian Inflation Linked Bond Fund seeks institutional investors seeking:
Protection against inflation.
Potential for capital growth over the long term.
Experienced and stable investment team.
Fund Facts
About this fund
Unit Prices
Inception date
18 March 2010
Benchmark
Bloomberg AusBond Inflation Government 0+ years Index
Fund Size (at 30 September 2022)
$293.9m*
Distribution Frequency
Quarterly
Suggested Minimum Timeframe
3 years
Currency
AUD
Portfolio Managers
Ben Alexander
Gopi Karunakaran
Fund IDs
APIR
HOW0062AU
ARSN
141 165 362
Fees / Pricing
Management Costs
0.35% p.a.
Minimum Investment
$500,000
| BHP GROUP LIMITED |
| COMMONWEALTH BANK OF AUSTRALIA |
| CSL LTD |
| NATIONAL AUSTRALIA BANK LIMITED |
| WOODSIDE ENERGY GROUP LTD |
| MACQUARIE GROUP LIMITED |
| WOOLWORTHS GROUP LTD |
| WESTPAC BANKING CORPORATION |
| GOODMAN GROUP |
| TELSTRA CORPORATION LIMITED |
* Funds under management displayed at a class level only.
Interests in the Ardea Investment Management Inflation Linked Bond Fund ARSN 141 165 362 are offered by Fidante Partners Limited (ABN 94 002 835 592 AFSL 234 668) (Fidante Partners). Fidante Partners has appointed Ardea Investment Management Pty (ABN 50 132 902 722 AFSL 329828)) as the investment manager of the Fund.
Resources
The Fund is available to wholesale clients (as defined in the Corporations Act 2001) only.
Ways to Invest
