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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 (before fees) over a rolling 5 year period.

  • 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).