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The Antares Core Opportunities Model Portfolio is a concentrated portfolio of Australian shares containing only our highest conviction investment ideas which aims to provide long term investors with high levels of capital growth.

The Model Portfolio aims to outperform the S&P/ASX 200 Accumulation Index by 3.5% p.a. (gross of fees) over a rolling five year period by constructing an actively managed and highly concentrated portfolio of Australian shares.

Inception date 22 November 2010
Benchmark S&P/ASX 200 Industrials Accumulation Index
Management fee 0.5125% p.a. of the value of your Portfolio (including GST net of Redurced Input Tax Credit.
Cash holding 1-10%
Number of stocks 15-25 stocks
Inspecie transfer Yes
Minimum regular savings plan $500
Minimum investment $20,000
Minimum additional investment $2,000
Income Choice of monthly dividend distribution or re-investment
Availability Direct via Antares, MLC Wrap, MLC Navigator, ANZ Grow Wrap and Macquarie Wrap.
Portfolio suitability

The SMA is suitable for investors with an investment horizon of five or more years, who are seeking a concentrated portfolio of Australian shares. The SMA aims to provide investors with long term capital growth exposure via investing in quality Australian shares at a relatively low cost.

Benefits
  • Individual accounts - Each SMA investor has absolute entitlement to, and beneficial ownership in, the assets that make up their portfolio.
  • Transparency - The SMA allows clients to view the underlying equities that are held within their chosen model portfolio(s).
  • Transferability - With the exception of shares in National Australia Bank, existing Australian equities can be transferred into a client's model portfolio when making an initial investment, retaining beneficial ownership.
  • No inherited capital gains - An individual cost base is established for the client on the day the equities are purchased or transferred into the SMA. This means tax is only paid on realised capital gains accumulated from the day the client invested in the equities.
Risks Refer to 'Risk of investing in the SMA'.
Performance View performance
Research House Ratings Lonsec: Rated

The above is just a snapshot of the SMA's terms and feeatures. Further terms and conditions are set out in the SMA's PDS.

  • The Lonsec ratings (assigned December 2014) presented in this document are 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 ratings are a “class service” (as defined in the Financial Advisers Act 2008 (NZ)) or limited to “General Advice” and based solely on consideration of the investment merits of the financial products. They are not a recommendation to purchase, sell or hold the relevant products, and you should seek independent financial advice before investing in these products. The ratings are subject to change without notice and Lonsec assumes no obligation to update the relevant documents following publication. Lonsec receives a fee from the Fund Manager for researching the products 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).