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The Antares Divided Builder 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.

The Fund's primary objective is to regularly deliver higher levels of dividend income on a tax-effective basis than the S&P/ASX 200 Industrials Accumulation Index. 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 Industrials Accumulation Index
Management fee 0.60% p.a. of the Fund's net asset value (including GST net of Reduced Input Tax Credit).
Performance fee Nil
Buy/sell spread +0.15% / -0.15%
Minimum investment $20,000
Minimum additional investment $5,000
Distribution Quarterly
Availability BT Wrap, BT Panorama, First Wrap, Fortnum, HUB24, IOOF, Navigator, Netwealth, Macquarie and MLC Wrap.
Fund suitability
  • want to invest in a diversified portfolio of Australian listed equities managed by a specialist manager;
  • want to invest in a fund that aims to provide a relatively high level of dividend income on a regular basis;
  • are seeking long-term capital growth and income; and
  • can tolerate fluctuations of income and the risk of capital loss.
Benefits
  • Focused on growing and maximising yield; and
  • Proven track record of out performance (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 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).