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Antares Capital

Fund information

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Antares Elite Opportunities Fund

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 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: Recommended

    Zenith: Approved
    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

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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

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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.