Investment Objective
The Ardea Global Alpha Fund (AGA) is a defensive fixed income solution that targets consistently low volatility returns, independent of market direction, which exceed cash rates whilst maintaining capital preservation. The investment objective of the Fund is to target a return of 2% per annum in excess of the Reference Rate over a two year investment horizon.
Reference Index
SONIA
Performance
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 0.3 | 0.8 | 0.9 | 1.0 | 1.0 | 0.7 | 0.9 | 0.4 | 0.5 | 0.4 | 0.5 | 0.8 | 0.7 | |
| 2023 | 0.1 | 0.7 | 0.6 | 0.5 | 0.0 | 0.1 | 0.6 | 0.6 | 0.8 | 0.0 | 0.0 | 0.7 | 0.0 |
