To help you get the best investment outcomes, ActiveX gives you access to boutique fund managers who get actively involved in their investment strategy and align their success with yours. The first funds in the ActiveX series are diversified, global fixed income Active ETFs managed by two of Australia’s leading fixed income managers.
Our fixed income solutions are designed to have low volatility and sit in the lower end of the investment risk spectrum. The chart below shows the risk/return profiles of the underlying funds (Kapstream Absolute Return Income Fund (KARIF) and Ardea Real Outcome Fund (AROF)) which XKAP and XARO (respectively) invest in to gain their exposure, along with cash and equities. The underlying funds have an established track record and have been used for the purposes of this example.
To demonstrate the impact of including both fixed income and equities in a portfolio we have created a blended portfolio adding a combination of KARIF/AROF and equities which although results in slightly less returns, the overall risk of the portfolio is significantly lower.
Speak to your financial adviser who can consider your personal circumstances and goals when reviewing your portfolio.
To learn more about risk and return in portfolios, visit the moneysmart website.
Equities & Fixed Income Blend: 25%KARIF, 25% AROF, 25% S&P/ASX 200 TR index.
Equities: S&P/ASX 200 TR index.
Ardea Real Outcome Fund is the underlying fund for ActiveX Ardea Real Outcome Bond Fund (Managed Fund) and Kapstream Absolute Return Income Fund is the underlying fund for ActiveX Kapstream Absolute Return Income Fund (Managed Fund).
Source: Lonsec Research as at 31 August 2019, using net returns.
Past performance is not a reliable indicator of future performance.