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The Antares Listed Property SMA is a portfolio of Australian listed property and property related securities.

The Model Portfolio aims to outperform the S&P ASX 200 A-REIT Accumulation Index (before fees) over a rolling 5 year period.

Inception date 9 October 2014
Benchmark S&P / ASX 200 A-REIT Accumulation Index
Management fee 0.6700% p.a. of the value of your Portfolio (including GST net of Reduced Input Tax Credit)
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 Navigator  
Portfolio suitability

The SMA is suitable for investors with an investment horizon of five or more years, who are seeking a concentrated portfolio of Australian property and property related securities. The SMA aims to provide investors with moderate long term capital growth and income.

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 February 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).