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Antares Listed Property Fund                                                               

Fund Description: The Fund is an actively managed portfolio that primarily invests in property securities that are listed (or expected to be listed) on the Australian share market. The Fund may also invest in listed Australian companies that operate in the property industry such as listed property development and funds management companies, as well as listed infrastructure companies, where the income and assets are property-related in nature.

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.

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.

 

Continued strength in the property sector as rates fall further

Antares Listed Property Fund Portfolio Manager Brett McNeil discusses the appetite for listed property in a low rate environment. 

Fund facts

Fund objective

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

APIR code

NFS0209AU

Inception date

28 February 1994

Benchmark

S&P/ASX 200 A-REIT Accumulation Index

Minimum suggested timeframe

5 Years

Management Fee

0.72% 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 listed property securities: 90% -100%
Cash and cash equivalents: 0%-10%

 

Research ratings

Lonsec: Rated

Zenith: Rated

SQM Research: 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.