Unlock the mid-cap potential in Australian markets |
Antares Ex-20 is a highly concentrated, style agnostic portfolio of Australian stocks outside the top 20 stocks by market capitalisation. These stocks can have significant growth potential and provide greater sector differentiation than the ASX 20. They can also be less researched which plays to Antares deep experience as research focused pickers across market cycles.
Mid-caps have been described as the sweet spot for growth and portfolio diversifcation. Adding mid-caps to a large-cap portfolio reduces the risk of having an Australian share portfolio dominated by a small number of very large companies and sectors that can detract from performance when they underperform.
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Growth potential
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Mid-cap companies can have significant growth opportunities compared to large-caps. This can drive potentially greater returns. |
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Portfolio diversification
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Including mid-caps in a portfolio can enhance diversification as there would be a more even spread of sector weights compared to the financials and resources heavy large-caps. |
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Innovation
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Mid-caps can lead in innovation and specialised market niches which can boost profitability. |
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Rewards active management
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There is a far wider dispersion of returns in the mid-cap space and stock research coverage is not as extensive compared to large-caps. This gives active research driven managers greater scope for adding value through stock selection. |
Through both up and down markets the focus remains on delivering alpha across the cycle to investors
Simple, transparent, repeatable process built on fundamental research
Portfolio Manager
John Guadagnuolo: B.Com & B.A. (Hons), Ph.D (Melb)
Industry Experience: 24 years
Antares Tenure: 17 years
Deputy Portfolio Manager
Andrew Hamilton: B.E. (Hons), CFA
Industry Experience: 27 years industry experience
Antares Tenure: 23 years
Inception: October 2019
Objective: The strategy's objective is to outperform the Benchmark over rolling five-year periods.
Benchmark: S&P / ASX 200 TR Index excluding the companies listed in the S&P / ASX 20 TR Index
Management style: High conviction, style agnostic, active mid-cap strategy
Recommended time frame: The strategy is designed for investors who are looking to make a medium to long-term investment, with at least a 5-year timeframe.
Managed fund fees
Management fees: 0.85%pa
Performance fees: 15% of the Fund's net quarterly return in excess of the benchmark quarterly return.
Number of holdings: 25-30 stocks
Risks
The significant risks of investing in the Fund are typical of the risks of managed investment schemes whose investment strategy is to invest in a diversified portfolio of Australian companies. These risks include market risk, company specific risk, concentration risk, derivatives risk, liquidity risk, fund risk and investment manager performance risk. Further information on these risks is detailed in the Fund's Product Disclosure Statement.
APIR Code Managed Fund: PPL5308AU
Platform availability
Antares Ex-20 Fund: North, Expand Extra, BT Panorama, Macquarie, Netwealth, Praemium, Power Wrap, Hub24, First Choice, Rhythm
More fund information, Investment approach, How to Invest and Resources >
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An investment in any products offered in any PDS or IM available from this website are subject to investment risk, including possible delays in repayment of capital and loss of income and principal invested. The capital value, payment of income and performance of any such products are not guaranteed, and nor any other member of the Insignia Financial group of companies (comprising Insignia Financial Holdings Ltd ABN 49 100 103 722 and its related bodies corporate) (Insignia Financial Group) guarantees the repayment of capital, payment of income or the performance of any investment.
