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The Antares Dividend Builder Model Portfolio is an actively managed Australian share portfolio which aims to deliver regular dividend income and to achieve moderate capital growth by investing in a diversified portfolio of Australian companies.

The Model Portfolio’s primary objective is to regularly deliver higher levels of dividend income on a tax-effective basis than the S&P/ASX 200 Industrials Accumulation Index. The Model Portfolio’s other objective is to achieve moderate capital growth in a tax-effective manner over five-year periods.

Note: The Antares Direct Separately Managed Accounts (DSMA) will terminate effective 17 June 2019. For further information on the termination and how it impacts your investment in the model portfolios available on the DSMA, please refer to the Resources tab below. You can continue to invest in the SMA model portfolios via an alternative platform, see the Portfolio details tab below.

*The information provided in the model portfolio profile documents relates to the model portfolios that were available on the Antares Direct Separately Managed Accounts (DSMA) and is provided for informational purposes only. The DSMA is currently closed to new applications (including any regular savings plan amounts) and switches and will be terminated on 17 June 2019.

  • The Lonsec Rating (assigned October 2018) presented in this document is published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421 445. The Rating is limited to “General Advice” (as defined in the Corporations Act 2001 (Cth)) and based solely on consideration of the investment merits of the financial product(s).

    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 Equities 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: http://www.lonsecresearch.com.au/research-solutions/our-ratings