Skip to Content

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.

APIR Code PPL0106AU
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 investment $20,000
Minimum additional investment $5,000
Distribution Quarterly
Availability AMP, Asgard, Austchoice, BT Wrap, Colonial First Wrap, IOOF Macquarie Wrap, MLC MasterKey, MLC Wrap, Netwealth Portfolio Care, Praemium and Oasis.
Fund suitability
  • The Fund may be suitable for investors with an investment horizon of five or more years, who are seeking to generate high levels of capital growth.
  • As such the Fund suits investors who are willing to accept a higher level of risk in exchange for the opportunity to earn potentially greater returns.
Benefits
  • Long term track record of managing client money in this type of investment strategy;
  • The Fund uses a range of innovative techniques to enhance returns for investors; and
  • The Fund is supported by a large investment team focused on bottom-up proprietary stock analysis.
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
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