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Antares Dividend Builder

Fund Description: The Fund is an actively managed portfolio of high yielding equities listed (or expected to be listed) on the Australian share market which aims to deliver regular dividend income and moderate capital growth.

Investment approach: Antares’ strategy is to invest in a diversified portfolio of high yielding Australian listed equities that aim to grow their dividends over time, with an emphasis on securing franked income and minimising portfolio turnover to keep net realised capital gains low.

Antares’ investment process will involve the selection and investment in equities with a dividend yield return that is in the top quartile of the Benchmark.

In general, Antares aims to invest in companies where the current share price does not fully reflect its 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

The Fund’s primary objective is to regularly deliver higher levels of dividend income on a tax-effective basis than the Benchmark. The Fund’s other objective is to achieve moderate capital growth in a tax-effective manner over rolling five-year periods.

APIR code

PPL0002AU

Inception date

6 September 2005

Benchmark

S&P/ASX 200 Industrials Accumulation Index

Minimum suggested timeframe

5 years  

Management Fee

0.60% p.a. of the Fund's net asset value (including GST net of Reduced Input Tax Credit).

Performance Fee

Nil

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

Zenith: 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.