May 29, 2020
Talk Investment with Mark Wenzel talk to Sam Morris from Ardea Real Outcome Fund.
Fixed Income is a difficult asset class right. Interest rates are low, credit risk is increased and you have to accept long duration tail risk for higher returns.
The Ardea Real Outcome Fund is different. It does not take any credit or duration risk and they have historically achieved higher returns during periods of increased volatility.
This discussion delves into how Ardea achieves their returns while eliminating the 2 biggest risks for fixed income investors.
Compound your wisdom!
Talk Investment with Mark Wenzel is a podcast presented by The Hopkins Group. Visit us online at thehopkinsgroup.com.au
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Disclaimer:
Please note the following podcast and information discussed within it are general in nature and doesn’t take into account individual situations, needs or goals.
Please do your own research, speak with an adviser or other relevant professional who will be able to make a recommendation based on your specific circumstances.
This podcast shouldn’t be relied upon as advice - you will need to satisfy yourself through independent means that any decisions based on this material are appropriate.
Mark Wenzel is an Authorised Representative and John Hopkins Financial Services Pty Ltd is a Corporate Representative of Sentry Advice Pty Ltd Level 1 190 Stirling Street PERTH WA 6000 ACN:130 288 578 AFSL: 227748