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 an excess return of +0.05% (net of fees) for the month of December
Contributors to performance (relative to the benchmark)
The principal positive contributor to the Fund’s performance during December was the 11bp of excess running yield earned from the fund’s holdings. The widening in credit spreads detracted marginally from the excess return.
For further information, please download pdf:
