The Antares High Growth Shares Fund is an actively managed portfolio of Australian equities listed, or expected to be listed on the Australian share market investing in both long and short positions. The Fund uses active trading, along with the ability to use exchange traded derivatives with the aim of enhancing returns for investors.
The Fund aims to outperform the S&P/ASX 200 Total Return Index (after fees) over rolling five-year periods.
|Inception date||7 December 1999|
|Benchmark||S&P/ASX 200 Total Return Index|
|Management fee||1.05% p.a. of the net asset value of the Fund (including GST net of Reduced Tax Credit)|
|Performance fee||20% of the Fund's return (after deducting the Management fee) in excess of the Benchmark plus 5%|
|Buy/sell spread||+0.15% / -0.15%|
|Minimum additional investment||$5,000|
|Availability||AMP, Asgard, Austchoice, BT Wrap, Colonial First Wrap, IOOF Macquarie Wrap, MLC MasterKey, MLC Wrap, Netwealth Portfolio Care, Praemium and Oasis.|
|Risks||The significant risks of investing in the Fund include market risk, security specific risk, derivative risk, short selling risk, leverage risk, counterparty risk, fund risk, liquidity risk, risk of underperformance, and credit (default) risk. Further information on these risks is detailed in the Fund's PDS.|
|Performance||View prices & performance|
|Research House Ratings||Lonsec: 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
An investment in any products offered in any PDS or IM available from this website or with Antares 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 neither Antares nor any other member of the IOOF group of companies (comprising IOOF Holdings Ltd ABN 49 100 103 722 and its related bodies corporate) (IOOF Group) guarantees the repayment of capital, payment of income or the performance of any investment.