Antares Elite Opportunities Fund

Fund information

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Fund description: The Fund is an actively managed concentrated portfolio of equities listed (or expected to be listed) on the Australian share market.

Investment approach: The Fund is a concentrated portfolio of Australian listed equities containing only Antares’ highest conviction investment ideas. The Fund isn’t constrained by the Benchmark’s industry or company weights, giving Antares the flexibility to invest in their best investment ideas.

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 equities.

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 seek to gain a thorough understanding of Australian companies and the industries in which they operate.

Fund facts

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.
Fund objective	To outperform the Benchmark (after fees) over rolling five-year periods.
APIR code	PPL0115AU
Inception date	18 November 2002
Benchmark	S&P/ASX 200 Total Return Index
Minimum suggested timeframe	5 years
Management fee	0.70% 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: 95% - 100% Cash and cash equivalents: 0% -5%
Research ratings	Lonsec: Investment Grade Zenith: Approved

Disclaimer

Lonsec: The rating issued 10/2024 is published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421 445 (Lonsec). Ratings are general advice only, and have been prepared without taking account of your objectives, financial situation or needs. Consider your personal circumstances, read the product disclosure statement and seek independent financial advice before investing. The rating is not a recommendation to purchase, sell or hold any product. Past performance information is not indicative of future performance. Ratings are subject to change without notice and Lonsec assumes no obligation to update. Lonsec uses objective criteria and receives a fee from the Fund Manager. Visit lonsec.com.au for ratings information and to access the full report. © 2024 Lonsec. All rights reserved.

Zenith: If you are a financial adviser and would like a copy of the Zenith report, please contact us. The Zenith Investment Partners (ABN 27 103 132 672, AFSL 226872) (‘Zenith’) rating (APIR Code: PPL0115AU, assigned June 2024) referred to in this piece is limited to ‘General Advice’ (s766B Corporations Act 2001) for Wholesale clients only. This advice has been prepared without taking into account the objectives, financial situation or needs of any individual, including target markets of financial products, where applicable, and is subject to change at any time without prior notice. It is not a specific recommendation to purchase, sell or hold the relevant product(s). Investors should seek independent financial advice before making an investment decision and should consider the appropriateness of this advice in light of their own objectives, financial situation and needs. Investors should obtain a copy of, and consider the PDS or offer document before making any decision and refer to the full Zenith Product Assessment available on the Zenith website. Past performance is not an indication of future performance. Zenith usually charges the product issuer, fund manager or related party to conduct Product Assessments. Full details regarding Zenith’s methodology, ratings definitions and regulatory compliance are available on our Product Assessments and at Fund Research Regulatory Guidelines.

How to invest

Direct investors

Speak to your financial adviser for more information or invest directly through the Product Disclosure Statement (PDS) available on the Antares Capital Resources page , opens in new window

Advisers

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