Investment return objective
The Antares Income Fund aims to provide investors with a regular income and a return (after fees) that exceeds the Bloomberg AusBond Bank Bill Index over rolling three year periods.
Highlights for the month:
Performance
The Fund returned 0.24% (net of fees) for the period outperforming its benchmark by 0.04%.1
Contributors to performance (relative to the benchmark)
- The principal contributors to the Fund’s performance during the period were: Running yield and roll-down (yield compression as the maturity profile of the Fund’s existing credit holdings shorten as time passes) contributed positively to returns.
- The narrowing in Credit spreads, notably the iTraxx Australia credit index, was also a contributor to performance (+0.03%).
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