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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.

The  Model Portfolio is a concentrated portfolio of Australian shares containing only Antares’ highest conviction investment ideas. It is relatively unconstrained at the stock and sector level allowing Antares to invest in their best ideas.

Antares follows a bottom-up investment process, which means investment decisions are made by undertaking in-depth proprietary research and analysis of individual companies and securities.

In general, Antares aims to invest in companies where the current share price does not fully reflect its view of the potential value of the company’s business. Through company contact and detailed financial and non-financial analysis, Antares research analysts gain a first-hand understanding of Australian businesses and the industries in which they operate.

  • 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:

    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).