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Our monthly performance reports contain investment performance returns for our Professional Selection Investment Funds range and Separately Managed Account Model Portfolios.

As at 30 April 2019               Download full report
Fund / Model Portfolio name   1mth % p.a. 3mth % p.a. 1yr % p.a. 3 yrs % p.a. 5 yrs % p.a. 10 yrs % p.a. Inception %

Australian Equities Fund

Inception date: 03/07/1995

Net Return 2.4 8.7 8.9 10.1 7.2 9.6 9.4
Benchmark Return 2.4 9.3 10.4 11.1 7.5 10.0 9.4
Net Excess Return 0.0 -0.6 -1.5 -1.0 -0.3 -0.4 0.0
Gross Return 2.5 8.9 9.6 11.0 8.1 10.6 10.4
Benchmark Return 2.4 9.3 10.4 11.1 7.5 10.0 9.4
Gross Excess Return 0.1 -0.4 -0.8 -0.1 0.6 0.6 1.0

Dividend builder

Inception date: 06/09/2005

Net Return 2.2 8.2 5.7 5.3 5.7 11.0 7.2
Benchmark Return 3.7 10.0 9.5 9.0 7.8 12.0 7.7
Net Excess Return -1.5 -1.8 -3.8 -3.7 -2.1 -1.0 -0.5
Gross Return 2.2 8.4 6.4 5.9 6.3 11.7 7.8
Benchmark Return 3.7 10.0 9.5 9.0 7.8 12.0 7.7
Gross Excess Return -1.5 -1.6 -3.1 -3.1 -1.5 -0.3 0.1

Elite Opportunities Fund

Inception date: 18/11/2002

Net Return 3.6 9.0 7.0 10.4 8.3 10.3 10.8
Benchmark Return 2.4 9.3 10.4 11.1 7.5 10.0 9.3
Net Excess Return
1.2 -0.3 -3.4 -0.7 0.8 0.3 1.5
Gross Return 3.7 9.2 7.7 11.2 9.1 11.1 11.6
Benchmark Return 2.4 9.3 10.4 11.1 7.5 10.0 9.3
Gross Excess Return 1.3 -0.1 -2.7 0.1 1.6 1.1 2.3

High Growth Shares Fund

Inception date: 07/12/1999

Net Return 2.2 7.8 6.2 11.9 9.1 10.4 10.9
Benchmark Return 2.4 9.3 10.4 11.1 7.5 10.0 8.2
Net Excess Return
-0.2 -1.5 -4.2 0.8 1.6 0.4 2.7
Gross Return 2.3 8.0 7.2 13.1 10.3 11.5 12.4
Benchmark Return 2.4 9.3 10.4 11.1 7.5 10.0 8.2
Gross Excess Return -0.1 -1.3 -3.2 2.0 2.8 1.5 4.2

Listed Property Fund

Inception date: 28/02/1994

Net Return -2.3 4.1 8.2 5.0 10.6 12.4 8.1
Benchmark Return -2.6 5.3 17.7 8.0 12.9 14.2 8.0
Net Excess Return 0.3 -1.2 -9.5 -3.0 -2.3 -1.8 0.1
Gross Return -2.3 4.3 9.0 5.8 11.4 13.2 8.9
Benchmark Return -2.6 5.3 17.7 8.0 12.9 14.2 8.0
Gross Excess Return 0.3 -1.0 -8.7 -2.2 -1.5 -1.0 0.9

Antares Core Opportunites SMA

Inception date: 22/11/2010

Net Return 3.7 8.4 8.1 10.2 7.4 -- 8.0
Benchmark Return 2.4 9.3 10.4 11.1 7.5 -- 8.4
Net Excess Return
1.3 -0.9 -2.3 -0.9 -0.1 -- -0.4
Gross Return 3.8 8.5 8.7 10.8 8.0 -- 8.6
Benchmark Return 2.4 9.3 10.4 11.1 7.5 -- 8.4
Gross Excess Return 1.4 -0.8 -1.7 -0.3 0.5 -- 0.2

Antares Dividend Builder SMA

Inception date: 22/11/2010

Net Return 2.2 8.1 6.0 5.5 5.7 -- 9.9
Benchmark Return 3.7 10.0 9.5 9.0 7.8 -- 11.1
Net Excess Return -1.5 -1.9 -3.5 -3.5 -2.1 -- -1.2
Gross Return 2.2 8.2 6.5 6.0 6.2 -- 10.4
Benchmark Return 3.7 10.0 9.5 9.0 7.8 -- 11.1
Gross Excess Return -1.5 -1.8 -3.0 -3.0 -1.6 -- -0.7

Antares Listed Property SMA

Inception date: 09/10/2014

Net Return -2.3 4.1 8.6 5.2 -- -- 10.4
Benchmark Return -2.6 5.3 17.7 8.0 -- -- 12.6
Net Excess Return 0.3 -1.2 -9.1 -2.8 -- -- -2.2
Gross Return -2.2 4.3 9.3 6.0 -- -- 11.2
Benchmark Return -2.6 5.3 17.7 8.0 -- -- 12.6
Gross Excess Return 0.4 -1.0 -8.4 -2.0 -- -- -1.4

Antares Ex 20 SMA

Inception date: 27/05/2015

Net Return 4.6 12.2 6.6 12.7 -- -- 11.7
Benchmark Return 2.8 9.2 7.6 12.3 -- -- 10.4
Net Excess Return
1.8 3.0 -1.0 0.4 -- -- 1.3
Gross Return 4.7 12.4 7.5 13.6 -- -- 12.6
Benchmark Return 2.8 9.2 7.6 12.3 -- -- 10.4
Gross Excess Return 1.9 3.2 -0.1 1.3 -- -- 2.2
  • * Investment returns are based on exit prices, and are net of management fees and assume reinvestment of all distributions.
    ** Gross returns are calculated using the net returns and adding back the MER and performance fees where applicable. Gross returns are provided to show performance against the investment objective.
    ***Performance is based on the income and market value of the Model Portfolio and is net of fees. The performance of individual portfolios may differ to the performance of the Model Portfolio due to cash flows, portfolio reweighting and timing issues.

    Past performance is not a reliable indicator of future performance. Returns are not guaranteed and actual returns may vary from any target returns described in this document. The information above is of a general nature and has been prepared without taking account of your individual investment objectives, financial situation or particular investment needs. It is not intended as financial advice to retail clients. Before making an investment decision, you should consider the appropriateness of the information, having regard to your objectives, financial situation and needs. We recommend you consult with your financial adviser, who can help you determine how best to achieve your financial goals and whether investing in a fund is appropriate for you. Investment in the Antares Investors funds will only be made upon receipt of a completed application form from the current PDS, a copy of which can be obtained from Antares.

    For monthly performance reports relating to earlier periods, please contact our Client Services Team on 1800 671 849.