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Antares Listed Property Model Portfolio

Model Description: The Antares Listed Property Model Portfolio is an actively managed portfolio that primarily invests in property and property related securities that are listed or expected to be listed on the Australian Securities Exchange (and other regulated exchanges). The types of securities may include Real Estate Investment Trusts (REITs), property development and funds management companies, as well as infrastructure companies, where the income and assets are property related in nature.  

Investment approach: Antares follows a bottom-up investment process, with investment decisions made by undertaking in-depth proprietary research and analysis of individual REITs, companies and securities.

In general, Antares aims to invest in REITs and companies where the current equity price does not fully reflect their view of its potential value. 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 investment objective is to outperform the Benchmark (before fees) over a rolling 5 year period.

APIR code

PPL0034AU

Inception date

13 October 2014

Benchmark

S&P/ASX 200 A-REIT Accumulation Index

Minimum suggested timeframe

5 Years

Management Fee

0.6700% 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 Listed Property 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 listed property securities: 90 - 99%

Cash and cash equivalents: 1 - 10%

Typical number of stocks

10 to 30

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.