The Antares Core Opportunities Model Portfolio is an actively managed, highly concentrated portfolio of Australian shares containing only Antares’ highest conviction investment ideas which have the potential to offer significant long term capital growth.
The Model Portfolio aims to outperform the S&P/ASX 200 Accumulation Index (after fees) over rolling five-year periods.
| Inception date | 22 November 2010 |
| Benchmark | S&P/ASX 200 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 equities | Up to 30 |
| 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 |
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| 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).
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Fixed Income: 1300 738 355
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An investment in any of Antares Capital products does not represent a deposit with or a liability of National Australia Bank Limited (NAB) or any other member of the NAB group of companies and is subject to investment risk, including possible delays in repayment and loss of income and capital invested. Neither Antares Capital nor any other member of the NAB Group guarantees the repayment of your capital, payment of income or the performance of your investment. NAB does not provide a guarantee or assurance in respect of the obligations of Antares Capital, ACP or products.
