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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.

The Fund contains only Antares’ highest conviction investment ideas and is relatively unconstrained by the Benchmark’s industry or company weights.

Antares follows a bottom-up investment process, with investment decisions made by undertaking in-depth proprietary research and analysis of individual companies and securities.

In general, Antares aims to invest in companies where the current share price does not fully reflect its view of the potential value of the company’s business. Through company contact and detailed financial and non-financial analysis, Antares’ research analysts gain a first-hand understanding of Australian businesses and the industries in which they operate.

Antares may invest up to 10% of the Fund in companies listed outside of the S&P/ASX 200 Total Return Index. This may include investments in companies expected to be listed on the Australian share market.

Listed companies held by the Fund may sometimes move into the S&P/ASX 20 Total Return Index and when this happens, they will be removed from the Fund, generally within 12 months.