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Antares Capital

Fund information

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Antares Dividend Builder

Fund description:  The Fund is an actively managed portfolio of high yielding equities listed (or expected to be listed) on the Australian share market which aims to deliver regular dividend income and moderate capital growth.

Investment approach: Antares’ strategy is to invest in a diversified portfolio of high yielding Australian listed equities that aim to grow their dividends over time, with an emphasis on securing franked income and minimising portfolio turnover to keep net realised capital gains low.

Antares' investment process will involve the selection and investment in equities so the portfolio targets a forecast dividend yield return that is in the top quartile of the Benchmark.

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 gain a first-hand understanding of Australian businesses and the industries in which they operate.

  • Fund objective The Fund’s primary objective is to regularly deliver higher levels of dividend income on a tax-effective basis than the Benchmark. The Fund’s other objective is to achieve moderate capital growth in a tax-effective manner over rolling five-year periods.
    APIR code PPL0002AU
    Inception date 6 September 2005
    Benchmark S&P/ASX 200 Total Return Index
    Minimum suggested timeframe

    5 years

    (Please note this is a guide not a recommendation).
    Management fee 0.60% 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 Very 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 level of volatility in the Fund means the likelihood of the value of your investment going down over the short term is relatively very high.
    Distribution frequency Quarterly
    Indicative asset allocation ranges

    Australian equities: 90% - 100%
    Cash and cash equivalents: 0% -10%
    Research ratings

    Lonsec: Investment Grade

    Zenith: Approved
    The above is just a snapshot of the Trust's terms and features. Further terms and conditions are set out in the Trust's PDS.

    0.35% pa of the Fund’s net asset value (including GST, net of Reduced Input Tax Credits).

    0.35% pa of the Fund’s net asset value (including GST, net of Reduced Input Tax Credits).

How to invest

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Direct investors

Speak to your financial adviser for more information or invest directly through the Product Disclosure Statement (PDS) available under Resources.

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Advisers

Speak to your Business Development Manager for more information on available platforms.

    Insignia Financial Ltd ABN 49 100 103 722.

    MLC Limited uses the MLC brand under licence. MLC Limited is part of the Nippon Life Insurance Group and is not part of the Insignia Financial Group of Companies.