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Antares High Growth Shares Fund

Fund Description: The Fund is an actively managed portfolio of Australian equities listed, or expected to be listed on the Australian share market investing in both long and short positions. The Fund uses active trading, along with the ability to use exchange traded derivatives with the aim of enhancing returns for investors.

Investment approach: 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 securities.

The Fund can hold no more than 25% of the Fund's net asset value in short positions. The Fund can purchase additional securities using proceeds from short selling up to 25% of the value of the Fund's net asset value (enhanced long positions), enabling the Fund to have a total gross equity market exposure up to a maximum of 150% of the Fund's net asset value.

 

Fund facts

Fund objective

To outperform the Benchmark by 5% pa (before fees) over a rolling five-year period.

APIR code

PPL0106AU

Inception date

7 December 1999

Benchmark

S&P/ASX 200 Accumulation Index

Minimum suggested timeframe

5 years plus

Management Fee

1.05% pa of the net asset value of the Fund (including GST net of Reduced Tax Credit)

Performance Fee

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

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 (Long): 90% -125%
Australian equities (Short): 0%-25%
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.