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.
Bloomberg AusBond Inflation Government 0-10 Yr Index
Management Costs are variable and are estimated to be 0.30% p.a. of the Fund's daily value. See IM for further details
Minimum additional investment
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 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).
Contact our client services team:
Equities: 1800 671 849
Fixed Income: 1300 738 355 Find out more >
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.