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Since 2009, SMA model portfolios have been a big part of our investment story. With a range of benefits for both investors and their advisers make SMAs part of your investment story.

Separately managed accounts, or SMAs, are a way of investing directly in equities while maintaining the benefits of professional investment management. Like a managed fund, an SMA is a portfolio of equities (or other assets) that is managed by a professional investment manager. The key difference however is that an SMA is not a pooled trust in which an investor acquires units. Instead, with an SMA, the client has an absolute entitlement to, and beneficial ownership of, a portfolio of assets that are held in trust on their behalf. The assets held in a client’s portfolio are determined by the model portfolio(s) that they choose.

Antares offers four SMA model portfolios:

 

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Dividend Builder Model Portfolio

An actively-managed Australian share portfolio that primarily aims to deliver regular dividend income. It also seeks to achieve moderate capital growth by investing in a diversified portfolio of Australian companies.  

 

Benchmark: S&P/ASX 200 Industrials Total Return Index
Shares in the portfolio: 13 to 25

Investment timeframe: 5 years or more
 

 

  • A focus on tax-effective income

    The Dividend Builder Model Portfolio is designed to provide a tax-effective income stream through participating in the Australian share market and investing in listed companies providing dividend growth over time.

    It may also act as an income stabiliser in investment portfolios, especially during shifting or uncertain markets.

     

    Looking to create another income stream

    Given the Model Portfolio’s focus on generating tax-effective income, it may provide a sustainable distribution yield return from investments. 

     

    Invest in a portfolio of well-known listed Australian companies

    The Model Portfolio primarily invests in listed companies in the S&P/ASX 200 Industrials Total Return Index.

Availability

ANZ Grow Wrap, BT Panorama, Macquarie Wrap MLC Navigator, MLC Wrap, Netwealth and Praemium.

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Elite Opportunities Model Portfolio

An actively-managed, highly-concentrated portfolio of Australian shares that Antares has identified as having the potential to offer significant long term growth.
 

 

Benchmark: S&P/ASX 200 Total Return Index
Shares in the portfolio: 13 to 30

Investment timeframe: 5 years or more


 

  • Invest in a portfolio of listed Australian companies for growth

    The Core Opportunities Model Portfolio is a concentrated high conviction portfolio of Australian shares, which are positioned for capital growth over the long term.

    The concentrated nature of this Model Portfolio means that there may be a greater level of risk. The Model Portfolio’s returns may be quite volatile.

     

    Aimed at higher returns than the benchmark and with the potential for greater risk

    The Model Portfolio presents a higher risk of negative returns over the short term, in exchange for the opportunity to earn greater returns over the long term.

     

    An Australian equities portfolio managed by a team of investment experts

    Model portfolios are a way of investing directly in equities while maintaining the benefits of professional investment management.

Availability

ANZ Grow Wrap, Macquarie Wrap, Netwealth, Praemium and Philo.

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Ex-20 Australian Equities Model Portfolio

An actively-managed, highly-concentrated portfolio of Australian equities. It invests in shares from outside of the largest 20 companies by market capitalisation that Antares identifies as having the potential to offer significant long-term capital growth.
Benchmark: S&P/ASX 200 Total Return Index excluding companies listed on the ASX 20
S&P/ASX Mid Cap 50 Total Return Index—for Praemium only
Shares in the portfolio: 13 to 30
Investment timeframe: 5 years or more
  • Opportunities outside the top 20 stocks on the ASX

    The Ex-20 Australian Equities Model Portfolio is an actively-managed, highly-concentrated portfolio of
    Australian securities that excludes the top 20 stocks by market capitalisation. This Model Portfolio aims to provide investors with long term capital growth in stocks that may generally be less well known or researched by the market.

     

    Aimed at higher returns than the benchmark and with the greater risk

    The Model Portfolio presents a higher risk of negative returns over the short term, in exchange for the opportunity to earn greater returns over the long term.

     

    An Australian equities portfolio managed by a team of investment experts

    Antares’ disciplined and robust investment process provides investors in the Model Portfolio with the potential for capital growth over the long term.

Availability

Netwealth, MLC Wrap, MLC Navigator, Macquarie Wrap, BT Panorama and Praemium.

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Listed Property Model Portfolio

An actively-managed portfolio that primarily invests in property or property-like securities that are listed, or expected to be listed on the Australian share market.                                                                                

 

Benchmark: S&P / ASX 200 A-REIT Total Return Index
Shares in the portfolio: 10 to 30

Investment timeframe: 5 years or more


 

  • A portfolio that provides an opportunity to benefit from listed property or property like assets in Australia

    Returns from listed property securities can comprise of both distribution of income and capital growth.

    The structures that issue property securities are Real Estate Investment Trusts (REITs). The Model Portfolio may also invest in listed Australian companies that operate in the property industry such as listed property development and funds management companies, as well as listed infrastructure companies, where the income and assets are property related in nature.

    Antares also has the ability to invest up to 10% of the Model Portfolio in REITs and listed companies operating in the property industry that are not included in the Benchmark (S&P/ASX 200 A-REIT Total Return Index).

    Diversification away from Australian banks and resources

    This Listed Property Model Portfolio is designed to provide benefit from the returns and diversification benefits provided by listed property securities.

     

    Aimed at higher returns than the share market and with greater risk

    Investors should also be comfortable with potential fluctuations in capital values in the short to medium term.

Availability

Macquarie Wrap, MLC Wrap, Navigator and Netwealth.

 

Don’t forget risk

All investments carry risk. Different investment strategies carry different levels of risk depending on the underlying mix of assets that make up the strategy. While Antares’ disciplined, risk-controlled investment approach aims to generate investment returns over the long term, it's important for you to carefully consider the risks of investing in each Model Portfolio. Antares Model Portfolios are available through a range of platforms, please read the relevant disclosure documents before making an investment decision in respect of Antares Model Portfolios.

For more information

For more information on Antares  Model Portfolios, please call your MLC Asset Management Investment Specialist or contact Antares Client Services on 1800 671 849 or email investorservices@antaresequities.com.au.

DISCLAIMER

This information has been prepared by Antares Capital Partners Ltd (ABN 85 066 081 114) (“Antares”) as investment manager of Antares Model Portfolios, a member of the National Australia Bank Limited (ABN 12 004 044 937) group of companies (“NAB Group”).

This is general information about Antares Model Portfolios and may constitute general financial product advice. It does not take account of an investor’s particular objectives, financial situation or needs. Advisers and investors should therefore, before acting on this information, consider its appropriateness, having regard to the investor’s particular own objectives, financial situation or needs and consider the relevant disclosure documents of providers or platforms that offer Antares Model Portfolios.

Antares does not provide and is not responsible for any financial product advice or other financial services an adviser may provider to their client or any financial services provided by providers or platforms with respect of offering of Antares Model Portfolio.