About the Fund
The Fund aims to efficiently deliver the risk and return characteristics of the benchmark index while also targeting excess returns above the Fund’s benchmark.
Why this Fund
The Fund is intended for investors seeking the return characteristics of the Australian bond market as represented through the Bloomberg Ausbond Composite Bond 0+ Year Index with daily liquidity that is independent of the market conditions.
Fund Facts
Fund size displayed at a class level only. Interests in the Ardea Diversified Bond Fund ARSN 622 519 117 are offered by Fidante Partners Limited (ABN 94 002 835 592 AFSL 234 668) (Fidante). Fidante has appointed Ardea Investment Management Pty (ABN 50 132 902 722 AFSL 329828)) as the investment manager of the Fund.
Resources
You should read the Fund's TMD and PDS to ensure the key attributes of the Fund as described in the TMD and PDS aligns with your objectives, financial situation and needs before making a decision about whether to acquire or continue to hold the Fund.
Ways to Invest
The rating issued 10/2025 is published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421 445 (Lonsec). Ratings are general advice only, and have been prepared without taking account of your objectives, financial situation or needs. Consider your personal circumstances, read the product disclosure statement and seek independent financial advice before investing. The rating is not a recommendation to purchase, sell or hold any product. Past performance information is not indicative of future performance. Ratings are subject to change without notice and Lonsec assumes no obligation to update. Lonsec uses objective criteria and receives a fee from the Fund Manager. Visit lonsec.com.au for ratings information and to access the full report. © 2024 Lonsec. All rights reserved.