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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.

Investing directly

Minimum initial investment is $20,000.

To invest with Antares, complete the following steps: 

  1. Read our Product Disclosure Statement and Product Guide online.
    Alternatively, you can contact our Client Services team on 1800 671 849 and request for printed copies to be sent to you. For updates on the Fund, refer to the Resources page for further information.
  2. Consult your financial adviser to ensure this Fund is right for you. 
  3. Complete our Initial Application Form.
  4. Post form to:
    Antares Registry Services
    GPO Box 804
    Melbourne VIC 3001

Applications can be made by personal or bank cheque, direct credit, direct debit or via BPAY®. If an investor chooses the BPAY® or direct credit options, once the application form has been received the investor will be contacted with the necessary details to facilitate the application payment. Once the application has been processed, the investor will receive notification of their account details, including a username and password if they have requested online access to their account.

Investing via an IDPS or Platform

You can also invest in our Professional Selection range of funds through IDPS/Platform operators such as master trusts and wrap providers, where no minimum investment applies. Please contact your financial adviser or the Client Services team on 1800 671 849 for further details.