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The Antares Ex-20 Australian Equities Model Portfolio is an actively managed, highly concentrated portfolio of Australian equities. It invests in shares from outside of the largest 20 companies by market capitalisation that Antares identifies as having the potential to offer significant long term capital growth.

The investment objective is to outperform the S&P/ASX 200 Accumulation Index excluding the S&P/ASX 20 Leaders Accumulation Index (before fees) over a rolling 5 year period.

Inception date 27 May 2015
Benchmark S&P/ASX 200 Accumulation Index excluding the S&P/ASX 20 Leaders Accumulation Index
Management fee 0.7500% p.a. of the value of your Portfolio (including GST net of RITC)
Cash holding 1-10%
Number of stocks 15-30 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 and MLC Navigator.
Portfolio suitability

The SMA is suitable for investors with an investment horizon of five or more years, who want to invest in a portfolio of Australian companies and are seeking diversification, particularly away from the largest 20 Australian listed companies by market capitalisation. The SMA aims to provide investors with long term capital growth by investing in quality Australian shares.

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 'Risks 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 features. Further terms and conditions are set out in the SMA's PDS.

  • The Lonsec ratings (assigned October 2015) 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).