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
The Fund underperformed the benchmark by 8 bps for the month of January
Contributors to performance (relative to the benchmark)
The principal positive contributor to the Fund’s performance during January was the 11bp of excess running yield earned from the fund’s holdings. However this buffer was more than offset by the widening in credit spreads which cost the fund 15bp.
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