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.

Antares actively manages the Fund using a macro research process to develop a view of the global economy and its likely impact on the Australian economic outlook. This top-down process is combined with Antares' expert analysis of the interest rate yield curve and bottom-up credit research. Combining top-down and bottom-up research gives Antares a deep understanding of how different types of fixed income securities are likely to perform, and the extent of their risks in possible future economic scenarios. Antares uses this analysis to prudently manage risk and identify the most attractive securities that it believes will best achieve the Fund’s objective.

Antares builds a core allocation to highly-rated longer-maturity bonds and shorter-maturity corporate bonds. Exposures to return enhancing strategies are adjusted as the market outlook or conditions change.

While the Fund combines both long and short-maturity bonds, the average maturity of the Fund overall is managed to be similar to the Fund’s benchmark. This is approximately 5 years at the date of the PDS and is usually in the range of 3 to 7 years.

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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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.