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 0.21% (net of fees) for the month of May outperforming its benchmark by 0.01%.1
Contributors to performance (relative to the benchmark)
The principal contributors to the Fund’s performance during April were Running yield and roll-down (yield compression as the maturity profile of the Fund’s existing credit holdings shorten as time passes) which contributed positively to returns.
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