Antares Inflation Linked Bond Fund

The aim of the Fund is to provide investors with a level of long term protection from inflation by actively managing a portfolio of Australian Commonwealth and Semi Government inflation link bond and nominal securities.

APIR code PPL6202AU
Inception date June 2011
Benchmark Bloomberg AusBond Inflation Government 0-10 Yr Index
Management fee Management Costs are variable and are estimated to be 0.30% p.a. of the Fund's daily value. See IM for further details
Performance fee Nil
Buy/Sell spread +0.05%/ -0.05%
Minimum investment $5M
Minimum additional investment Quarterly
Investment approach
  • Extracts returns from the interplay between nominal and real interest rates;
  • Uses a combination of diversified investment strategies to generate excess returns and manage risk for the portfolio. These strategies include term extension, yield curve positioning, duration, relative value positioning and various other tactical strategies;
  • Has the capacity to strategically deviate from the benchmark whilst always maintaining a minimum exposure to inflation linked bonds 
Risks

Risks specific to investments in fixed income instruments may include:

  • credit and default risk (the value of the Fund's investments may be sensitive to changes to credit spreads and/or default due to a deterioration in a bond issuers ability to repay debt)
  • interest rate risk (the value of the relevant Fund’s investments may be sensitive to changes to interest rates)
  • inflation risk (the risk of inflation being higher than anticipated), and
  • liquidity risk (the risk of not being able to find a buyer in a timely manner).
Portfolio Manager


Tano Pelosi

Portfolio Manager

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An investment in any products offered in any PDS or IM available from this website are subject to investment risk, including possible delays in repayment of capital and loss of income and principal invested. The capital value, payment of income and performance of any such products are not guaranteed, and nor any other member of the Insignia Financial group of companies (comprising Insignia Financial Holdings Ltd ABN 49 100 103 722 and its related bodies corporate) (Insignia Financial Group) guarantees the repayment of capital, payment of income or the performance of any investment.

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