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Antares Australian Equities Fund                                                     

Fund Description:  The Fund is an actively managed diversified portfolio of equities listed (or expected to be listed) on the Australian share market which aims to add value across the market cycle.

The Fund invests in a diversified portfolio of 30-50 Australian listed equities that Antares believe are undervalued in the expectation that they will move up to what Antares believe to be their fundamental value over the long term.

Investment approach: Antares follows a bottom-up investment process, which means investment decisions are made by undertaking in-depth proprietary research and analysis of individual companies and equities.

In general, Antares aims to invest in companies where the current share price does not fully reflect Antares’ view of the potential value of each company’s business. Through company contact and detailed financial and non-financial analysis, Antares research analysts gain a first-hand understanding of Australian businesses and the industries in which they operate.

 

Fund facts

Fund objective

To outperform the Benchmark (before fees) over rolling five-year periods.

APIR code

 

PPL0110AU

 

Inception date

3 July 1995

Benchmark

S&P/ASX 200 Accumulation Index

Minimum suggested timeframe

5 years

Management Fee

0.60% pa of the Fund’s net asset value (including GST net of Reduced Input Tax Credit).

Minimum initial investment

$20,000

Minimum additional investment

$5,000

Risk level

High: While the Fund offers investors the potential for higher returns over the long term compared to funds investing in other types of assets such as fixed income or cash, the high levels of volatility in the Fund means the likelihood of the value of your investment going down over the short term is relatively higher.

Distribution frequency

Quarterly

Indicative asset allocation ranges

Australian equities: 90% - 100%
Cash and cash equivalents: 0% -10%

 

Research ratings

Lonsec: Rated

The above is just a snapshot of the Fund's terms and features. Further terms and conditions are set out in the Fund's PDS.

 

How to invest:

Direct investors:

Speak to your financial adviser for more information or invest directly through the Product Disclosure Statement (PDS) available under Resources.

Advisers:

Speak to your Business Development Manager for more information on available platforms.