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  5. LIB - Ardea Real Outcome - Managed fund profile

LIB - Ardea Real Outcome - Managed Fund

Fund Objective
The Fund targets a stable return in excess of CPI (Consumer Price Index) over the medium term. The Fund offers capital stability over the medium to long term but with low returns.
Fund Strategy
The Fund invests in liquid Australian and global government bonds, semi-government bonds, interest rate derivatives and short terms money market instruments. The Fund can have 25% exposure to direct offshore government bonds and use derivatives to gain additional exposure to non-Australian interest rates. Net cash and derivative value will not exceed 10% of the NAV.

Fund Performance Comparison

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Fees Comparison

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NOTE: Fee data has been provided by Morningstar, it may not include all costs being charged on your investment such as platform and adviser fees. You should check your fund manager or adviser statements to find out the exact fees you are being charged. Peers are funds that use the same benchmark in the Morningstar database.
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Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return 0.43% 1.38% 1.85% 2.17% 0.56% 1.27% -% -%
Growth return 0.43% 1.38% 1.85% 2.17% 0.56% 1.27% -% -%
Income return 0% 0% 0% 0% 0% 0% -% -%
Market index (RBA Bank accepted Bills 90 Days)
Total return 0.34% 1.02% 2.13% 4.35% 4.28% 3.67% 2.21% 1.99%
As at 31 Mar 2025. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

No asset allocation data available.
Average Allocation of Peers
Alternatives
25.41%
Australian Equities
4.28%
International Equities
7.52%
Cash
43.46%
Property
1.93%
Fixed Interest
17.40%

General Information

Fund Details
Type Description
LIB - Ardea Real Outcome
Lifeplan Australia Friendly Society Ltd
LIF1110AU
Alternative - Other
Not Rated
Unknown
27 Oct 2020
$3.72 million (as at 31 Jan 2025)
$1.0224 (as at 31 Mar 2025)
$1.0224 (as at 31 Mar 2025)
Open
Offer information
Type Description
MER 0.92% (as at 25 Nov 2024)
Minimum initial investment $1,000.00
Minimum additional investments $100.00

FAQs about the LIB - Ardea Real Outcome

The objective of the LIB - Ardea Real Outcome managed fund is The Fund targets a stable return in excess of CPI (Consumer Price Index) over the medium term. The Fund offers capital stability over the medium to long term but with low returns.

The strategy of the LIB - Ardea Real Outcome managed fund is The Fund invests in liquid Australian and global government bonds, semi-government bonds, interest rate derivatives and short terms money market instruments. The Fund can have 25% exposure to direct offshore government bonds and use derivatives to gain additional exposure to non-Australian interest rates. Net cash and derivative value will not exceed 10% of the NAV.

The APIR code of the LIB - Ardea Real Outcome managed fund is LIF1110AU.

LIB - Ardea Real Outcome’s total return last month was 0.43%. This was made up of a growth return of 0.43% and an income return of 0%. These returns were calculated as at 31 Mar 2025.

LIB - Ardea Real Outcome’s total return for the last three months was 1.38%. This was made up of a growth return of 1.38% and an income return of 0%%. These returns were calculated as at 31 Mar 2025.

LIB - Ardea Real Outcome’s one-year total return is 2.17%. This was made up of a growth return of 2.17% and an income return of 0%. These returns were calculated as at 31 Mar 2025.

LIB - Ardea Real Outcome’s one-year total return is 1.27%. This was made up of a growth return of 1.27% and an income return of 0%. These returns were calculated as at 31 Mar 2025.

The asset allocation of the LIB - Ardea Real Outcome managed fund is :

Alternatives
100%
Australian Equities
0%
International Equities
0%
Cash
0%
Property
0%
Fixed Interest
0%

The Responsible Entity for the LIB - Ardea Real Outcome managed fund is Lifeplan Australia Friendly Society Ltd.

The LIB - Ardea Real Outcome managed fund belongs to the Alternative - Other sector/asset class.

As at 31 Jan 2025, the size of the LIB - Ardea Real Outcome managed fund was $3.72 million.

The LIB - Ardea Real Outcome managed fund has an inception date of 27 Oct 2020.

The current entry price of the LIB - Ardea Real Outcome managed fund is $1.0224 per unit and the current exit price is $1.0224 per unit (as at 31 Mar 2025).

The current exit price of the LIB - Ardea Real Outcome managed fund is $1.0224 per unit and the current entry price is $1.0224 per unit (as at 31 Mar 2025).

The minimum initial investment amount for the LIB - Ardea Real Outcome managed fund is $1,000. Minimum additional investment is $100.

Fund data sourced from Morningstar. Some material is copyright and published under licence from ASX Operations Pty Limited ACN 004 523 782 ("ASXO"). Data and content is provided for personal use only. Whilst every care has been taken in producing these numbers, neither Morningstar nor InvestSMART can make any guarantees around the complete accuracy of these figures. Should you decide to change investments, please read all relevant disclosure documents including the Product Disclosure Statements and if required, you may consider speaking to a financial professional for further guidance. A tax event may be realised as a result of switching investments. Past performance is not a reliable indicator of future performance.