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The Antares Income Fund is an income generating investment opportunity that provides returns by active management of a broad range of domestic and global fixed income assets. The Fund aims to:

  • Provide a return (after fees) that exceeds the Bloomberg AusBond Bank Bill Index over rolling three year periods.
  • Provide regular income.

 

APIR Code PPL0028AU
Inception date 4 November 2013
Benchmark Bloomberg AusBond Bank Bill Index
Management fee 0.55% of the Fund's net asset value (inclusive of GST) p.a.
Buy/sell spread Nil
Minimum investment $20,000
Minimum additional investment $1,000
Distribution Quarterly
Availability MLC Wrap, MLC Navigator and Macquarie Wrap.
Indicative asset allocation range
Enhanced cash securities 20-100%
Short dated credit securities 0-60%
Global investment grade credit securities 0-20%
Global high yield credit securities 0-20%

 

Fund suitability

Fund is suitable for investors who:

  • Seek regular income from their investment (although this is not guaranteed).
  • Are seeking active management to generate returns and manage risk.
  • Want a diversified investment in cash, domestic and global fixed interest securities.
Benefits
  • Potential for regular income over the investment timeframe.
  • Access to a broadly diversified portfolio of assets focussed on downside protection.
  • Access to a Fund that seeks liquidity in all market conditions.
  • Protection against rising inflation/interest rates through a focus on floating rate securities.
  • Access to investment opportunities, markets and diversity that individual investors may not achieve on their own.
  • Access to Antares' proven investment expertise.
Risks Risks specific to investments in fixed income instruments may include credit and default risk (i.e. the risk that the issuer of security owned by the relevant fund may not meet their obligations to make interest payments, the repayment of capital or both) and interest rate risk (the value of the relevant Fund's investments may be sensitive to changes to interest rates). Please refer to the relevant fund's offer document for more information.
Performance View prices & perfomance
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 April 2015) presented in this document is published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421445. 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). In New Zealand it must only be provided to ‘wholesale clients’ (as defined in the Financial Advisers Act 2008 (NZ)). Past performance information is for illustrative purposes only and is not indicative of future performance. It is not a recommendation to purchase, sell or hold Antares Capital Partners 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).