Ardea’s Real Outcome Fund added to the BT Panorama, BT Wrap and BT SuperWrap platforms


Tamar Hamlyn

Fixed income specialist Ardea Investment Management’s Real Outcome Fund has been added to the BT Panorama, BT Wrap and BT SuperWrap platforms.

This follows the Fund’s addition to the Netwealth and PowerWrap platforms and receipt of a ‘Recommended’ rating from Zenith Investment Partners last year. Zenith’s consulting clients have also shown strong support for the Fund with it being added to the Zenith Elite blend models.

Ardea Principal and co-founder Ben Alexander said a strong focus in the first half of 2018 would be increasing financial adviser and retail investor access to the five-year-old fund through platforms.

“Ardea’s investment strategies have long been supported by Australia’s largest institutional investors, which helped us achieve more than $10 billion funds under management at the end of 2017. We are particularly proud of our Real Outcome Fund and the way it has consistently outperformed 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. 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,” he said.

The Fund primarily invests in government bonds and seeks to deliver stable returns that protect purchasing power and grow wealth, while also profiting from inflation surprises. Managers can use a broad range of opportunities to generate consistent returns irrespective of the direction of interest rates. The strategy now has in excess of $1.2bn under management and returned 4.65% over the past year, with low volatility.

Established in 2008 by Mr Alexander, Andrew Bartlett, Tamar Hamlyn and Stephen Clout, who together own the majority of the firm, Ardea Investment Management is partly owned by Fidante Partners, which supports specialist funds management businesses.

Since inception Ardea has forged a successful track record of actively managing a range of defensive fixed income strategies, including absolute return, benchmark aware and objective based solutions. It actively invests across Australian and global government bonds, fixed income derivatives, inflation-linked bonds and investment grade credit.

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