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Antares Dividend Builder SMA Model Portfolio

Model Description: The Antares Dividend Builder Model Portfolio is an actively managed Australian share portfolio which aims to deliver regular dividend income and to achieve moderate capital growth by investing in a diversified portfolio of Australian companies.  

Investment approach: 'Antares’ strategy is to invest in a diversified portfolio of high yielding Australian companies.

Antares’ investment process will involve the selection and investment in shares 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 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 primary objective is to regularly deliver higher levels of dividend income on a tax effective basis than the Benchmark. The other objective is to achieve moderate capital growth in a tax effective manner over a rolling 5 year period.

APIR code

PPL0011AU

Inception date

22 November 2010

Benchmark

S&P/ASX 200 Industrials Accumulation Index

Minimum suggested timeframe

5 Years

Management Fee

0.4613% p.a. of the value of your Portfolio (including GST net of Reduced Input Tax Credit).

Minimum regular savings plan

$500

Minimum initial investment

$20,000

Minimum additional investment

$2,000

Risk level

High: The Antares Dividend Builder 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 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.