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Since 2009, SMA model portfolios have been a big part of our investment story. With a range of benefits for both investors and their advisers; make SMAs part of your investment story.

Antares offers four SMA model portfolios*:

 

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Dividend Builder Model Portfolio

An actively managed Australian share portfolio which aims to deliver regular dividend income and to achieve moderate capital growth by investing in a diversified portfolio of Australian companies.    

 

Shares in the portfolio: 15 to 25
Investment timeframe: 5 years or more
  • A focus on tax-effective income

    The Dividend Builder Model Portfolio is designed for investors seeking a tax- effective income stream through participating in the Australian share market and investing in listed companies providing dividend growth over time.

    It may also act as an income stabiliser in investment portfolios, especially during shifting or uncertain markets.

     

    Looking to create another income stream

    Given the Model Portfolio’s focus on generating tax-effective income, it may be suited to investors seeking a sustainable distribution yield return from their investments. The strategy may be suitable for investors on a low marginal tax rate, such as retirees.

     

    Invest in a portfolio of well-known listed Australian companies

    The Model Portfolio primarily invests in listed companies in the S&P/ASX 100 Industrials Accumulation Index.

Availability

Direct via Antares DSMA, MLC Wrap, MLC Navigator, ANZ Grow Wrap, BT Panorama and Macquarie Wrap.           

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Core Opportunities Model Portfolio

An actively managed, highly concentrated portfolio of Australian shares that Antares has identified as having the potential to offer significant long term growth.                                            

 

Shares in the portfolio: 15 to 25
Investment timeframe: 5 years or more
  • Invest in a portfolio of well-known, quality listed Australian companies for growth

    The Core Opportunities Model Portfolio is for investors seeking a concentrated high conviction portfolio of Australian shares, which are positioned for capital growth over the long term.

    The concentrated nature of this Model Portfolio means that there may be a greater level of risk. The Model Portfolio’s returns may be quite volatile.

     

    Looking for higher returns than the benchmark and willing to accept the potential greater risk

    The Model Portfolio may suit investors who are willing to accept a higher risk of negative returns over the short term, in exchange for the opportunity to earn greater returns over the long term.

     

    An Australian equities portfolio managed by a team of investment experts

    Model portfolios are a way of investing directly in equities while maintaining the benefits of professional investment management.

Availability

Direct via Antares DSMA, MLC Wrap, MLC Navigator, ANZ Grow Wrap and Macquarie Wrap.             

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Ex-20 Australian Equities Model Portfolio

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.
Shares in the portfolio: 15 to 30
Investment timeframe: 5 years or more
  • I am looking for opportunities outside the top 20 stocks on the ASX

    The Ex-20 Australian Equities Model Portfolio is designed for investors seeking an actively managed, highly concentrated portfolio of
    Australian securities that excludes the top 20 stocks by market capitalisation. This Model Portfolio aims to provide investors with long term capital growth in stocks that may generally be less well-known or researched by the market, leading to opportunities.

     

    Looking for higher returns than the benchmark and willing to accept greater risk

    The Model Portfolio may suit investors who are willing to accept a higher risk of negative returns over the short term, in exchange for the opportunity to earn greater returns over the long term.

     

    An Australian equities portfolio managed by a team of investment experts

    Antares’ disciplined and robust investment process provides investors in the Model Portfolio with the potential for capital growth over the long term.

Availability

Direct via Antares DSMA, MLC Wrap, MLC Navigator and Macquarie Wrap.                               

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Listed Property Model Portfolio

An actively managed portfolio that primarily invests in property securities that are listed, or expected to be listed on the Australian share market.                                                                                 

 

Shares in the portfolio: 10 to 30
Investment timeframe: 5 years or more
  • A portfolio which lets me benefit from commercial property in Australia

    Returns from listed property securities can comprise of both distribution of income and capital growth.

    The structures that issue property securities are Real Estate Investment Trusts (REITs). 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.

    Antares also has the ability to invest up to 10% of the Model Portfolio in REITs and listed companies operating in the property industry that are not included in the Benchmark (S&P/ASX 200 A-REIT Accumulation Index).

     

    Diversification away from Australian banks and resources

    This Listed Property Model Portfolio is designed for investors who wish to benefit from the returns and diversification benefits provided by listed property securities.

     

    Looking for higher returns than the share market and willing to accept greater risk

    Investors should also be comfortable with potential fluctuations in capital values in the short to medium-term.

Availability

Direct via Antares DSMA, MLC Wrap and Navigator.                                                                                                 

 

Don’t forget risk

All investments carry risk. Different investment strategies carry different levels of risk depending on the underlying mix of assets that make up the strategy. While Antares’ disciplined, risk-controlled investment approach aims to generate investment returns over the long term, it is important for you to carefully consider the risks of investing in each Model Portfolio.  Antares model portfolios are available through are a range of platforms, please read the relevant Product Disclosure Statements for these products before making an investment decision in respect of Antares model portfolios.

For more information

For more information on Antares  Model Portfolios, please call your NAB Asset Management Investment Specialist or contact Antares Client Services on 1800 671 849 or email investorservices@antaresequities.com.au

 

Downloads

Dividend Builder SMA Model Portfolio

Core Opportunities SMA Model Portfolio

Ex-20 Australian Equities SMA Model Portfolio

Listed Property SMA Model Portfolio

SMAs explained - client flyer


*The information provided in the table relates to the model portfolios that are available on the Antares Direct Separately Managed Accounts (DSMA).