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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 by 3.5% (before fees) per annum over a rolling 5 year period.

Investing directly

Minimum initial investment is $20,000

To invest with Antares, complete the following steps: 

  1. Read our Product Disclosure Statement online.
    Alternatively, you can contact our Client Services team on 1800 671 849 and request for printed copies to be sent to you. For updates on the Model Portfolio, refer to the Resources page for further information.
  2. Consult your financial adviser to ensure this Model Portfolio is right for you. 
  3. Complete our Initial Investment Form.
    Refer to the section below for more information on in specie transfers.
  4. Post forms to Client Services team:
    Antares Capital Partners Ltd
    GPO Box 2007
    Melbourne Vic 3001

Applications can be made by personal or bank cheque, direct credit, direct debit or via BPAY®. If an investor chooses the BPAY® or direct credit options, once the application form has been received the investor will be contacted with the necessary details to facilitate the application payment. Once the application has been processed, the investor will receive notification of their account details, including a username and password if they have requested online access to their account.

In specie transfer

Investors can transfer shares that they own into their portfolio without the need to sell the shares. The transfer of shares is known as an ‘in specie’ transfer. Shares to be transferred into a portfolio may be issuer sponsored, broker sponsored or held by a custodian.

In specie transfers are unable to be completed until the information on the In Specie Transfer Form has been completed. 

Download In specie Transfer Form.

If you require any details or further clarification of the information required to complete an in specie transfer, please contact our Client Services team on 1800 671 849.

Please note if the initial investment is via an in specie transfer, an investor’s portfolio will not be established until the transferring shares have been confirmed by us or our custodian. If a cash application (e.g. direct credit, direct debit, BPay® or cheque application) accompanies an in specie application, the cash application will not be able to be processed until the shares being transferred have been confirmed by us or our custodian. We reserve the right not to accept certain shares in relation to an in specie transfer.

  • 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).