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The Antares Australian Equities Fund is an actively managed diversified portfolio of equities listed (or expected to be listed) on the Australian share market which aims to add value across the market cycle. The Fund invests in a diversified portfolio of 30-50 Australian listed equities that Antares believe are undervalued in the expectation that they will move up to what Antares believe to be their fundamental value over the long term.

The Fund's objective is to outperform the S&P/ASX 200 Accumulation Index (before fees) over rolling five-year periods.

APIR Code PPL0110AU
Inception date 3 July 1995
Benchmark S&P/ASX 200 Accumulation Index
Management fee 0.87% p.a. of the Fund's net asset value (including GST net of Reduced Input Tax Credit)
Buy/sell spread +0.15% / -0.15%
Minimum investment $20,000
Minimum additional investment $5,000
Distribution Quarterly
Availability BT Wrap, Colonial First Wrap, HUB24, IOOF, Macquarie Wrap, Navigator and MLC Wrap
Fund suitability
  • want to invest in a diversified portfolio of Australian listed equities managed by a specialist manager;
  • are seeking long-term capital growth and income; and
  • can tolerate fluctuations of income and the risk of capital loss.
Benefits
  • Exposure to high quality and diversified portfolio of Australian listed equities;
  • Managed by an awarding winning equities investment team; and
  • Proven investment process with a long term track record of adding value for investors (however past performance is not indicative of future performance).
Risks The significant risks of investing in the Fund are typical of the risks of managed investment schemes whose investment strategy is to invest in a diversified portfolio of Australian companies. These risks include market risk, company specific risk, derivative risk, liquidity risk, fund risk and investment manager performance risk. Further information on these risks is detailed in the Fund's PDS.
Performance View prices & performance
Research House Ratings Lonsec: Rated
Zenith: 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.

  • The Lonsec rating (assigned December 2014) presented in this document is published by Lonsec (who is Lonsec Limited ABN 56 061 751 102 AFSL No. 246842 and Lonsec Research Pty Ltd ABN 11 151 658 561, Corporate Authorised Representative of Lonsec Limited). The rating is a “class service” (as defined in the Financial Advisers Act 2008 (NZ)) or is limited to “General Advice” and based solely on consideration of the investment merits of the financial product(s). It is not a recommendation to purchase, sell or hold the relevant product(s), and you should seek independent financial advice before investing in this product(s). The rating is subject to change without notice and Lonsec assumes no obligation to update the relevant document(s) following publication. Lonsec receives a fee from the Fund Manager for researching the product(s) using comprehensive and objective criteria.

    For further information regarding Lonsec’s ratings methodology, please refer to our website at: https://www.lonsec.com.au/aspx/Public/Documents/Ratings%20Definitions.pdf

    The Lonsec rating given in this document is only one of many factors that you should take into account when deciding whether to invest in the relevant  product(s).

    The Zenith Investment Partners (“Zenith”) ABN 60 322 047 314 rating (July 2014) referred to in this document is limited to “General Advice” (as defined by the 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. 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. Zenith usually charges the product issuer, fund manager or a related party to conduct Product Assessments. Full details regarding Zenith’s methodology and regulatory compliance are available on our Product Assessment’s and the Zenith website.

    The Zenith rating is only one of many factors that you should take into account when deciding whether to invest in the relevant  product(s).