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Matthew Holberton - Fidante Partners

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Manage episode 327584030 series 2969564
Content provided by The Australian Shareholder's Association. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Australian Shareholder's Association or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Matthew Holberton is the National Manager Listed and Capital Markets for Fidante Partners. Matthew works closely with his clients to find investment solutions within Fidante’s suite of boutique asset managers. We spoke about fixed income and the funds in the ActiveX series that provide diversified, global fixed income Active ETFs managed by two of Australia’s leading fixed income managers.

  • What is fixed income?
  • Why have traditional fixed income strategies suffered in recent months?
  • What is the role of fixed income in a portfolio?
  • How can returns be generated from fixed income?
  • What are the risks in fixed income?

ActiveX Ardea Real Outcome Bond Fund (Managed Fund) Code: XARO

ActiveX Kapstream Absolute Return Income Fund (Managed Fund): Codes: XKAP

For more information go to: https://www.fidanteactivex.com.au/

IMPORTANT – Please remember these podcasts are produced to provide information and education and they are not designed to provide financial advice nor are they a recommendation to buy shares in the companies featured or discussed. ASA does not endorse or favour any specific commercial product or company. Please obtain independent professional advice before investing. We value your feedback and questions. Please contact us at share@asa.asn.au if you have any suggestions for guests or specific questions you’d like answered.



Hosted on Acast. See acast.com/privacy for more information.

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50 episodes

Artwork
iconShare
 
Manage episode 327584030 series 2969564
Content provided by The Australian Shareholder's Association. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Australian Shareholder's Association or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Matthew Holberton is the National Manager Listed and Capital Markets for Fidante Partners. Matthew works closely with his clients to find investment solutions within Fidante’s suite of boutique asset managers. We spoke about fixed income and the funds in the ActiveX series that provide diversified, global fixed income Active ETFs managed by two of Australia’s leading fixed income managers.

  • What is fixed income?
  • Why have traditional fixed income strategies suffered in recent months?
  • What is the role of fixed income in a portfolio?
  • How can returns be generated from fixed income?
  • What are the risks in fixed income?

ActiveX Ardea Real Outcome Bond Fund (Managed Fund) Code: XARO

ActiveX Kapstream Absolute Return Income Fund (Managed Fund): Codes: XKAP

For more information go to: https://www.fidanteactivex.com.au/

IMPORTANT – Please remember these podcasts are produced to provide information and education and they are not designed to provide financial advice nor are they a recommendation to buy shares in the companies featured or discussed. ASA does not endorse or favour any specific commercial product or company. Please obtain independent professional advice before investing. We value your feedback and questions. Please contact us at share@asa.asn.au if you have any suggestions for guests or specific questions you’d like answered.



Hosted on Acast. See acast.com/privacy for more information.

  continue reading

50 episodes

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