Antares Equities Ex-20 portfolio Receives Lonsec Rating
30 November 2015
Antares Equities, a partner of NAB Asset Management, has received a Lonsec rating for its Ex-20 Australian Equities Model Portfolio.
Launched in May 2015, the portfolio is designed for investors seeking an actively managed, highly concentrated portfolio of Australian securities excluding the top 20 stocks by market capitalisation.
The model portfolio invests in companies that Antares identifies as having the potential to offer significant long-term capital growth.
Key highlights from Lonsec included:
The experience and quality of the Antares Equities investment team is among the strongest in the Lonsec peer group, with an average investment experience of 17 years and tenure of 12 years;
Antares Equities research approach is thorough, logical and consistently applied, undertaken by a well-resourced team with significant industry experience; and
- The total fee load of the model portfolio is very competitive versus similar peers.
Brendan Donohoe, General Manager of Antares Equities, said the aim is to provide investors with performance in all market conditions through an investment approach underpinned by dedication, experience and discipline.
"The Ex-20 strategy offers differentiated returns in comparison to investing in a standard benchmark that includes the Top 20 ASX listed companies by market capitalisation. The approach to stock selection is bottom-up, and is focused on identifying companies where the potential value of each company's business is not fully reflected in the current share price."
"Our investments are selected because they offer the best potential returns we can find in the market. By looking outside the 'Top 20', we're providing investors with access to potential leaders of the future whose businesses may challenge the larger, incumbent companies as they mature."
The Antares Ex-20 Australian Equities Model Portfolio is available on the Antares Direct SMA Platform.
The Lonsec Rating (October 2015) 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 Capital Partners Ltd 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.beyond.lonsec.com.au/intelligence/lonsec-ratings