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The Antares Ex-20 Australian Equities Fund is an actively managed, concentrated portfolio of Australian equities outside the largest 20 Australian listed companies by market capitalisation (as defined by the S&P/ASX 20 Total return Index) that Antares identifies as having the potential to offer significant long-term capital growth. The Fund may also invest in companies expected to be listed on the Australian share market.

The Fund’s objective is to outperform the Benchmark (S&P/ASX 200 Total Return Index excluding the companies listed on the S&P/ASX 20 Total Return Index) (after management fee) over rolling five-year periods.

APIR Code PPL5308AU
Inception date 1 October 2019
Benchmark S&P/ASX 200 Total Return Index excluding the companies listed on the S&P/ASX 20 Total Return Index1
Management fee 0.85% pa of the Fund’s net asset value (inclusive of GST net of Reduced Input Tax Credits).
Performance Fee 15% of the difference between the Fund’s quarterly return (after deducting the management fee and assuming the reinvestment of distributions) and the Benchmark’s quarterly return multiplied by the Fund’s average net asset value over the quarter
Minimum investment $20,000
Minimum additional investment $5,000
Distribution Semi-annually
Fund suitability
  • want to invest in a concentrated portfolio of Australian listed equities actively managed by a specialist manager;
  • are seeking diversification for your portfolio, particularly away from the largest 20 Australian listed companies by market capitalisation (as defined by the S&P/ASX 20 Total Return Index);
  • are seeking long-term capital growth; and
  • can tolerate fluctuations of income and the risk of capital loss.
Benefits
  • A concentrated portfolio of Australian listed equities from outside of the largest 20 companies by market capitalisation.
  • Invests in a relatively unconstrained portfolio of best investment ideas.
  • Experienced investment team that manages a disciplined and robust bottom-up investment approach.
  • Targets long-term capital growth
Performance View prices & performance
Risk level
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 PDS.

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.

1 The Benchmark is constructed by calculating the total return after removing the companies contained in the S&P/ASX 20 Total Return Index from the companies listed in the S&P/ASX 200 Total Return Index.