Antares Australian Resources - Managed Fund

Fund Performance Comparison

Relative Fund Performance vs {{ fund.benchmark.peers.peerCount }} peers using {{ }} as their benchmark.

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The performance of the peers is calculated as the total of the performance for each time period for all the funds in the peer group, divided by the number of funds in the peer group.

Fees Comparison

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NOTE: Fee data has been provided by Morningstar, it may not include all costs being charged on your investment such as platform and adviser fees. You should check your fund manager or adviser statements to find out the exact fees you are being charged. Peers are funds that use the same benchmark in the Morningstar database.

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Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return -4.01 6.62 3.59 -20.94 -5.56 7.44 - -
Growth return -4.27 6.33 3.3 -21.86 -6.28 6.63 - -
Income return 0.26 0.29 0.29 0.92 0.72 0.81 - -
Market index (S&P/ASX 200 TR AUD)
Total return -20.65 -23.1 -22.57 -14.42 -2.07 -0.56 1.39 4.92
As as 31 Mar 2012. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Antares Australian Resources
Australian Equities
International Equities
Fixed Interest
Average Allocation of Peers
Australian Equities
International Equities
Fixed Interest

General Information

Fund Details
Type Description
Antares Australian Resources
Antares Capital Partners Ltd
Equity Australia Other
Not Rated
Investment Fund
3 Mar 2008
$5.28 million (as at 31 Mar 2012)
$0.8536 (as at 26 Apr 2012)
$0.8502 (as at 26 Apr 2012)
Fund Objective
The fund's objective is to outperform the S&P/ASX 300 Resources Accumulation Index by 2.5% over a rolling five year period by investing in a diversified portfolio of resources shares listed on the Australian Securities Exchange (ASX).
Fund Strategy
The fund's investment mix reflects a multi-sector approach, drawing together the best opportunities in the Oil/Energy, Metals/ Mining and Small Cap/Agricultural sectors. Weightings between sectors will vary depending on market conditions. The fund typically invests in between 20 and 30 resources companies that we believe are undervalued in the expectation they will move up to what we believe to be their fundamental value over the longer term.
Offer information
Type Description
Indirect Cost Ratio (ICR) 1.67% (as at 30 Jun 2011)
Performance fee (not included in ICR) 0.62
Minimum initial investment $20,000
Minimum additional investments $10,000.00
Minimum redemption amount $5,000.00

Top 10 holdings (as at 31 Mar 2012)

Holding (as at 31 Mar 2012) Type % of Portfolio
BHP Billiton Ltd Equity 39.04%
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Fund data sourced from Morningstar. Some material is copyright and published under licence from ASX Operations Pty Limited ACN 004 523 782 ("ASXO"). Data and content is provided for personal use only. Whilst every care has been taken in producing these numbers, neither Morningstar nor InvestSMART cannot make any guarantees around the complete accuracy of these figures. Should you decide to change investments, please read all relevant disclosure documents including the Product Disclosure Statements and if required, you may consider speaking to a financial professional for further guidance. A tax event may be realised as a result of switching investments. Past performance is not a reliable indicator of future performance.

How is your fund performing?

Out of the 5,494 Australian funds researched with a 10 year track record, 81% underperform the industry standard benchmarks by an average of 2.12%, with average fees of 1.79%^.

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Our Managed Funds

Returns Since Inception
InvestSMART International Equities 9.17%
InvestSMART High Growth 5.42%
InvestSMART Growth 5.26%
InvestSMART Balanced 4.35%
InvestSMART Conservative 3.46%
InvestSMART Interest Income 3.28%
Intelligent Investor Equity Growth 2.78%
InvestSMART Hybrid Income 1.53%
Intelligent Investor Equity Income 1.06%
InvestSMART Property and Infrastructure 1.03%
Intelligent Investor Australian Small Companies Fund -4.80%