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The Antares Small Companies Fund is an actively managed Australian shares fund designed to enhance returns by investing in a diversified portfolio of Australian small companies.

The Fund’s objective is to outperform the S&P/ASX 200 Small Ordinaries Accumulation Index by 5% (before fees) per annum over a rolling 5 year period.

APIR Code PPL0107AU
Inception date 19 November 1999
Benchmark S&P/ASX Small Ordinaries Accumulation Index
Management fee 0.98% 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 AMP, Asgard, BT Wrap, Colonial First Wrap, HUB24, Macquarie Wrap, MLC Wrap, Netwealth, Portfolio Care, Praemium and Oasis.
Fund suitability
  • Want to invest in a diversified portfolio of Australian small cap companies managed by a specialist manager;
  • Are seeking diversification for your portfolio;
  • Are seeking long term capital growth and income; and
  • Can tolerate fluctuations of income and the risk of capital loss.
Benefits
  • Benefit from potentially high returns over long time frames, albeit with the higher risk of the small cap sector;
  • Robust investment process that has been proven to be effective through a number of market cycles (although 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 small companies. These risks include market risk, security specific risk, derivative risk, liquidity risk, fund risk and investment manager risk. Further information on these risks is detailed in the Fund's PDS.
Performance View prices & performance
Research House Ratings Lonsec: 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 March 2015) 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).