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The Antares Listed Property Model Portfolio is an actively managed portfolio that primarily invests in property securities that are listed, or expected to be listed on the Australian share market. The Model Portfolio may also invest in listed Australian companies that operate in the property industry such as listed property development and funds management companies, as well as listed infrastructure companies, where the income and assets are property-related in nature.

The Model Portfolio aims to outperform the S&P/ASX 200 A-REIT 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 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)
Cash holding 1-10%
Number of equities 10 to 30
Inspecie transfer Yes
Income Choice of monthly dividend distribution or re-investment
Availability Netwealth, Macquarie Wrap, 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).
  • 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 March 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