Bringing you live news and features since 2006 

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


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 AUD10 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 says.
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 AUD1.2bn under management and returned 4.65 per cent 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.

Latest News

US ETF issuers of active ETFs are facing an increase in fees from the big custodian firms, such as Charles..
ETF data consultant ETFGI reports that assets invested in the global ETF industry reached a new record of USD12.71 trillion..
Calastone has published an ETF white paper which examines several of the processes that take place across the lifecycle of..
Adapting product lines to fit into changing methodologies and meet shifting demand is essential to remaining relevant in the industry..

Related Articles

Taylor Krystkowiak, Themes ETFs
Themes ETFs opened its doors in December 2023, with an introductory suite of 11 ETFs – seven thematic and four...
Konrad Sippel, Solactive
At the end of March, financial index specialist, Solactive, published its 2024 annual report on future trends.  ...
Lorraine Sereyjol-Garros, BNP Paribas
Following changes to the French Monetary and Financial Code and of the French market authority AMF’s General Regulation, it is...
Ed Rosenberg, Texas Capital
Texas Capital Bank first opened its doors back in December 1998 and nowadays offers wealth-management services, as well as commercial,...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by