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.

Investing directly

Direct investment is available through the Product Disclosure Statement. A minimum initial investment is $20,000 applies.

Investing through the Product Disclosure Statement:

Read our Product Disclosure Statement and Product Guide online. Alternatively, you can contact our Client Services team on 1300 738 355 and request for printed copies to be sent to you. For updates on the fund, refer to the Resources page for further information.
Consult your financial adviser to ensure this fund is right for you.
Complete our Initial Application Form.

Investing via an IDPS or Platform

The Fund is available on BT Panorama. Please contact your financial adviser, IDPS operator or our client services team on 1300 738 355 for more information.

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).

Contact us

Personal investors

Contact our client services team:
Equities: 1800 671 849
Fixed Income: 1300 738 355
Find out more >

Advisers

Contact our retail distribution team
Find out more >

Institutional investors

Contact our institutional distribution team
Find out more >

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.