Fixed income specialist Ardea Investment Management has had its Real Outcome Fund added to the BT Panorama, BT Wrap and BT SuperWrap platforms.
The fund, which has already been included on Netwealth and PowerWrap’s platforms, invests in government bonds with the aim of profiting from inflation and providing “stable returns that protect purchasing power and grow wealth”, according to a statement.
It holds over $1.2 billion funds under management and delivered returns of 4.56 per cent in the year up to December 2017, it said.
Ardea principal and co-founder Ben Alexander expressed pride in the fund’s ability to “consistently outperform against cash and inflation since inception, while remaining uncorrelated to broader equity and bond markets”.
“To date, it has proved to be a reliable defensive fixed income solution that prioritises liquidity and capital preservation, with minimal credit risk and no leverage,” he said.
“We believe it can play an important role in diversified portfolios, especially at a time when returns available from conventional fixed income performance drivers are low.”
A number of superannuation funds, investment managers, banks and insurers have set out a road map, calling for players in the finance sector...
While markets have surged off the back of news of another vaccine candidate, a boutique asset manager has outlined their expectations for th...
The deputy governor of the Reserve Bank has cautioned that the government needs to exercise care when lifting its fiscal support from under ...
Get notifications in real-time for staying up to date with content that matters to you.
Read More