Skip to Content

Antares Ex-20 Australian Equities Model Portfolio

Model Description: The Antares Ex-20 Australian Equities Model Portfolio is an actively managed, highly concentrated portfolio of Australian equities. It invests in shares from outside of the largest 20 companies by market capitalisation that Antares identifies as having the potential to offer significant long term capital growth.

Investment approach: The Antares Ex-20 Australian Equities 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.

Note: The Antares Direct Separately Managed Accounts (DSMA) will terminate effective 17 June 2019. For further information on the termination and how it impacts your investment in the model portfolios available on the DSMA, please refer to Resources. You can continue to invest in the SMA model portfolios via an alternative platform, see the Portfolio details

 

Portfolio facts

Investment objective

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

APIR code

PPL0037AU

Inception date

15 June 2015

Benchmark

S&P/ASX 200 Accumulation Index excluding the S&P/ASX 20 Accumulation Index

Minimum suggested timeframe

5 Years

Management Fee

0.7500% p.a. of the value of your Portfolio (including GST net of RITC)

Risk level

High to Very High: The Antares Ex-20 Australian Equities 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

15-30

Research ratings

Lonsec: Rated

 

The above is just a snapshot of the SMA's terms and features.