ActiveX Ardea Real Outcome Bond Fund (Managed Fund)
ActiveX Kapstream Absolute Return Income Fund (Managed Fund)
Codes: XARO | XKAP
ActiveX is a series of actively-managed exchange traded funds (ETFs) featuring some of Australia’s most successful boutique investment managers.
The ActiveX Ardea Real Outcome Bond Fund (Managed Fund) targets low volatility returns exceeding cash rates and inflation, irrespective of the market environment, by combining the safety of investing in high quality government bonds with proven risk management strategies to protect capital from interest rate fluctuations and general market volatility.
The ActiveX Kapstream Absolute Return Income Fund (Managed Fund) invests primarily in the bonds of high-quality companies and assets which have a proven track record through varying economic cycles in order to generate consistent, low risk income, while preserving investor capital.
Ardea discuss the risks of unexpectedly higher inflation which would disrupt the ‘lower for longer’ interest rates theme that has turbocharged asset prices everywhere.
Kapstream Capital Portfolio Manager Nick Maroutsos explains why bond investors should be cautiously optimistic as we enter 2021.
Record low rates are leading some market participants to question whether all bond markets are experiencing “Japanification”. Will this backdrop spell the end to relative value trading opportunities?
