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Antares Elite Opportunities Fund                                                         

Fund Description: The Fund is an actively managed concentrated portfolio of equities listed (or expected to be listed) on the Australian share market. 

Investment approach: The Fund is a concentrated portfolio of Australian listed equities containing only Antares’ highest conviction investment ideas. The Fund isn’t constrained by the Benchmark’s industry or company weights, giving Antares the flexibility to invest in their best investment ideas.

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 its view of the potential value of each  company’s business. Through company contact and detailed financial and non-financial analysis, Antares’ research analysts seek to gain a thorough understanding of Australian companies and the industries in which they operate.

 

Fund facts

Fund objective

To outperform the Benchmark by 4% pa (before fees) over rolling five-year periods.

APIR code

PPL0115AU

Inception date

18 November 2002

Benchmark

S&P/ASX 200 Accumulation Index

Minimum suggested timeframe

5 years  

Management Fee

0.70% pa of the Fund's net asset value (including GST net of Reduced Input Tax Credit).

Performance Fee

20% of the Fund's return (after deducting the Management fee) in excess of the Benchmark plus 5% (on positive returns only)

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: 95% - 100%
Cash and cash equivalents: 0% -5%

 

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.