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The Antares Elite Opportunities Fund is an actively managed concentrated portfolio of equities listed (or expected to be listed) on the Australian share market.

The Fund’s objective is to outperform the S&P/ASX 200 Total Return Index (after fees) over rolling five-year periods.

APIR Code PPL0115AU
Inception date 18 November 2002
Benchmark S&P/ASX 200 Total Return Index
Management fee 0.70% p.a of the Fund's net asset value (including GST net of Reduced Input Tax Credit).
Performance fee 20% of the Fund's return (after deducting the Management fee) in excess of the Benchmark plus 5% (on positive returns only)
Buy/sell spread +0.15% / -0.15%
Minimum investment $20,000
Minimum additional investment $5,000
Distribution Quarterly
Availability AMP North, Asgard, Austchoice, BT Wrap, Colonial First Wrap, FirstChoice, IOOF, Macquarie Wrap, MLC MasterKey, MLC Wrap, Netwealth, Portfolio Care, Hub24 and Oasis.
Fund suitability
  • want to invest in a concentrated portfolio of Australian listed equities managed by a specialist manager;
  • are seeking long-term capital growth; and
  • can tolerate fluctuations of income and the risk of capital loss.
Benefits
  • Invests in up to 30 listed Australian equities; and
  • Relatively unconstrained investment guidelines within a strong risk management framework allows for significant potential outperformance.
Risk 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, derivative risk, liquidity risk, fund risk and investment manager performance risk. Further information on these risks is detailed in the Fund's PDS.
Performance View prices & performance
Research House Ratings Lonsec: Rated
Zenith: Rated

The above is just a snapshot of the Fund's terms and features. Further terms and conditions are set out in the Fund's PDS.

  • The rating issued 09/2021 is published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421 445 (Lonsec). Ratings are general advice only, and have been prepared without taking account of your objectives, financial situation or needs. Consider your personal circumstances, read the product disclosure statement and seek independent financial advice before investing. The rating is not a recommendation to purchase, sell or hold any product. Past performance information is not indicative of future performance. Ratings are subject to change without notice and Lonsec assumes no obligation to update. Lonsec uses objective criteria and receives a fee from the Fund Manager. Visit lonsec.com.au for ratings information and to access the full report. © 2021 Lonsec. All rights reserved.

    The Zenith Investment Partners (ABN 27 103 132 672, AFS Licence 226872) (“Zenith”) rating (assigned Antares High Growth Shares Fund June/2021) referred to in this document is limited to “General Advice” (s766B Corporations Act 2001) for Wholesale clients only. This advice has been prepared without taking into account the objectives, financial situation or needs of any individual and is subject to change at any time without prior notice. It is not a specific recommendation to purchase, sell or hold the relevant product(s). Investors should seek independent financial advice before making an investment decision and should consider the appropriateness of this advice in light of their own objectives, financial situation and needs. Investors should obtain a copy of and consider the PDS or offer document before making any decision and refer to the full Zenith Product Assessment available on the Zenith website. Past performance is not an indication of future performance. Zenith usually charges the product issuer, fund manager or related party to conduct Product Assessments. Full details regarding Zenith’s methodology, ratings definitions and regulatory compliance are available on our Product Assessments and at http://www.zenithpartners.com.au/RegulatoryGuidelines