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XAROArdea / Fidante · Fixed Income - Global · Fixed income · Global

Ardea Real Outcome Bond Complex ETF

Fee p.a.
0.50%
ASX report
Fund size
A$151m
12m flow A$-39.4m
Yield
1.6%
3 payments / yr
Volatility 3y
4.2%
annualised
Max DD 3y
−3.3%
all-time −7.4%
Listed
2018
10 Dec 2018 · spread 0.19%

Growth of $10,000

Since listing, distributions reinvested
$10k$11k$11k$12k$12k$13k$13k$14k201820192020202120222023202420252026
$10,000 at listing$13,001 at 4 Sept 2026. Monthly points, distributions reinvested, before franking.

Performance

Period
Total
ASX
1 month
−0.0%
1.4%
3 months
1.8%
6 months
1.0%
Year to date
2.2%
1 year
4.5%
5.7%
3 years p.a.
2.9%
3.3%
5 years p.a.
2.4%
2.4%
10 years p.a.
Since listing p.a.
3.5%

Total return to 4 Sept 2026, distributions reinvested, before franking. ASX figures are to 31 July 2026 and gross of franking, so they run higher for franked Australian funds.

Sharpe 3y −0.26Vol 1y 3.5%Vol 5y 6.0%Max DD 1y −2.3%Max DD 5y −7.0%Best year 8.6%86% positive years

Calendar-year returns

2019
8.6%
2020
6.0%
2021
−0.6%
2022
0.5%
2023
3.2%
2024
0.5%
2025
6.8%
2026
2.2%

Where the money is

The issuer does not publish machine-readable holdings for this fund, so exposures and holdings overlap are not available. Return correlations still are.

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Overlap is the share of the portfolio held in common, look-through. Correlation is of daily returns. High overlap means close substitutes.

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