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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 Model Portfolio aims to outperform the S&P/ASX 200 Accumulation Index excluding the S&P/ASX 20 Accumulation Index (after fees) over rolling 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.

Inception date 27 May 2015
Benchmark S&P/ASX 200 Accumulation Index excluding the S&P/ASX 20 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
Inspecie transfer Yes
Income Choice of monthly dividend distribution or re-investment
Availability Netwealth, BT Panorama, MLC Wrap, MLC Navigator and Macquarie Wrap.
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).
  • 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.  

  • 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