Antares Diversified Fixed Income Fund

The Fund may suit investors looking to diversify a portfolio that is already weighted to growth-focussed assets, such as shares and property. The Fund predominantly invests in a combination of:

highly-rated longer-maturity bonds, including bonds issued by governments, to provide diversification of returns from growth assets, and
shorter-maturity corporate bonds that Antares believes will enhance the Fund's returns while managing risk.

The Fund aims to outperform the Bloomberg AusBond Australian All Maturities Composite Bond Index over rolling three year periods, after deducting Management fees.

APIR Code	PPL8808AU
Inception date	9 July 2019
Benchmark	Bloomberg AusBond Australian All Maturities Composite Bond Index
Management fee	0.35% pa of the Fund’s net asset value (inclusive of GST)
Buy/sell spread	+0.05% / -0.05%
Minimum investment	$20,000
Minimum additional investment	$1,000
Distribution	Quarterly
Availability	TBC
Indicative asset allocation range	Australian fixed income: 0 - 100% Global fixed income: 0 - 50% Foreign currency exposures will be substantially hedged to the Australian dollar. The Fund may invest in a broad range of securities and derivatives directly or through funds managed by Antares, including: government and government-related bonds corporate bonds mortgage-backed and asset-backed securities hybrid and convertible securities cash and short-term securities, and interest rate and credit derivatives including swaps, options and futures.
Fund suitability	Fund is suitable for investors who: want to invest in an actively managed fixed income portfolio designed to provide diversification of returns for a growth-focussed portfolio, and want to generate income from your investments and are comfortable the income amount may fluctuate
Benefits	Access to a fixed income fund that is designed to be used within a diversified growth focussed portfolio Potential to generate income Access to a Fund that seeks to meet investor’s needs for liquidity in all market conditions. Access to Antares’ proven investment expertise Access to a fixed income fund
Risks	Risks specific to investments in fixed income instruments may include: credit and default risk (the value of the Fund's investments may be sensitive to changes to credit spreads and/or default due to a deterioration in a bond issuers ability to repay debt), and interest rate risk (the value of the Fund's investments may be sensitive to changes to interest rates
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.

Disclaimer

The Lonsec Rating (assigned March 2021) presented in this document is published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421445. The Rating is a ‘class service’ (as defined in the Financial Advisers Act 2008 (NZ)) or is limited to ‘General Advice’ and based solely on consideration of the investment merits of the financial product(s). In New Zealand it must only be provided to ‘wholesale clients’ (as defined in the Financial Advisers Act 2008 (NZ)). Past performance information is for illustrative purposes only and is not indicative of future performance. It is not a recommendation to purchase, sell or hold Antares Capital Partners product(s), and you should seek independent financial advice before investing in this product(s). The Rating is subject to change without notice and Lonsec assumes no obligation to update the relevant document(s) following publication. Lonsec receives a fee from the Fund Manager for researching the product(s) using comprehensive and objective criteria.

For further information regarding Lonsec’s Ratings methodology, please refer to our website at: https://irate.lonsec.com.au/Uploads/Rating%20Definitions.pdf

The Lonsec rating is only one of many factors that you should take into account when deciding whether to invest in the relevant product(s).

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Equities: 1800 671 849
Fixed Income: 1300 738 355
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An investment in any products offered in any PDS or IM available from this website 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 nor any other member of the Insignia Financial group of companies (comprising Insignia Financial Holdings Ltd ABN 49 100 103 722 and its related bodies corporate) (Insignia Financial Group) guarantees the repayment of capital, payment of income or the performance of any investment.