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Antares Core Opportunities Model Portfolio

Model Description: The Antares Core Opportunities Model Portfolio is an actively managed, highly concentrated portfolio of Australian shares that Antares identifies as having the potential to offer significant long term capital growth.  

Investment approach: The Antares Core Opportunities Model Portfolio contains only Antares' highest conviction investment ideas and is relatively unconstrained at the stock and sector level.

Antares follows a bottom-up investment process, with investment decisions made by undertaking in-depth proprietary research and analysis of individual companies and securities.

In general, Antares aims to invest in companies where the current share price does not fully reflect its view of the potential value of the 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.

 

Portfolio facts

Investment objective

The investment objective is to outperform the Benchmark by 3.5% (before fees) per annum over a rolling 5 year period.

APIR code

PPL0010AU

Inception date

22 November 2010

Benchmark

S&P/ASX 200 Accumulation Index

Minimum suggested timeframe

5 Years

Management Fee

0.5125% p.a. of the value of your Portfolio (including GST net of Reduced Input Tax Credit (RITC))

Minimum regular savings plan

$500

Minimum initial investment

$20,000

Minimum additional investment

$2,000

Risk level

High to Very High: The Antares Core Opportunities Model Portfolio is actively managed and its returns may be volatile when compared with the Benchmark return. As such, it may suit investors who are willing to accept a higher risk of negative returns over the short term, in exchange for the potential opportunity to earn higher returns over the long term.

Distribution frequency

Choice of monthly dividend or distribution or re-investment

Indicative asset allocation ranges

Australian shares: 90 - 99%

Cash and cash equivalents: 1 - 10%

Typical number of stocks

15 to 25

Research ratings

Lonsec: Rated

 

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