Ardea Australian Inflation Linked Bond Fund
OverviewThe Ardea Australian Inflation Linked Bond Fund invests primarily in the securities within the UBSA 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.
Fund Objective
To outperform the UBSA Government Inflation Index 0+ years over rolling three-year periods.
Investment style
The investment approach is fundamentally driven with a focus on accurate measurement and management of risk. Ardea believe that by utilising multiple and diversifed alpha sources, active management will add value over the medium term.
How to invest
Wholesale PDS
IDPS PDS
For more information contact your financial planner or call our Investor Services team on 13 35 66.
Interests in the Ardea Australian Inflation Linked Bond Fund ARSN 141 165 362 are offered by Challenger Managed Investments Limited ABN 94 002 835 592. AFSL 234668.
The offer or invitation to subscribe in interests in the product is only available to persons receiving the PDS in Australia and is subject to terms and conditions described in the PDS. Neither product issuer, any Custodian, nor any entity or person associated with the Challenger Financial Services Group of companies guarantees repayment of your capital or the performance of your investment.
The information contained above has been prepared without taking account of any person's objectives, financial situation or needs. Because of that, each person should, before acting on any such information, consider the appropriateness of the information, having regard to their objectives, financial situation and needs. Each person should obtain a current PDS relating to the product and consider that document before making any decision about the product.
If you acquire or hold one of our products, we will receive fees and other benefits which are generally disclosed in the PDS or other disclosure document for the product. We and our employees do not receive any specific remuneration for any advice provided to you. However, financial advisers (including any Challenger group companies) may receive fees or commissions if they provide advice to you or arrange for you to invest with us. Some or all of Challenger group companies and directors of those companies may benefit from fees, commissions and other benefits received by another group company.
