General Information

Antares Prof Elite Opportunities
Antares Capital Partners Ltd
PPL0115AU
Equity Australia Large Blend
starstarstarstarstar (as at 30 Sep 2009)
Investment Fund
18 Nov 2002
$225.57 million (as at 28 Feb 2017)
$1.3452 (as at 24 Mar 2017)
$1.3411 (as at 24 Mar 2017)

Fund performance (28 Feb 2017)

NOTE : returns for periods greater than 1 year are annualised
  1 Month % 3 Month % 6 Month % 1 Year % p.a. 2 Year % p.a. 3 Year % p.a. 5 Year % p.a. 10 Year % p.a.
Total return 2.87 6.26 8.26 23.36 4.51 8.21 11.05 6.17
Growth return 2.87 4.32 5.09 18.26 -2.95 -1.72 3.45 -1.1
Income return 0 1.94 3.17 5.1 7.46 9.93 7.6 7.27

Market index (S&P/ASX 200 TR AUD)

Total return 2.25 5.88 7.22 22.13 2.65 6.47 10.64 4.32

Asset Allocation (28 Feb 2017)

Australian Equities 95.69%
International Equities 0%
Cash 4.31%
Property 0%
Fixed Interest 0%
Alternatives 0%
Asset Allocation

Objectives and Strategy

To outperform the S&P/ASX 200 Accumulation Index by 4% pa (before fees) over a rolling five-year period.
The fund is a concentrated portfolio of Australian shares containing only Antares' highest conviction ideas. The fund is relatively unconstrained at the stock and sector level allowing Antares to invest in their best ideas. Antares follows a bottom-up investment process, which means investment decisions are made by undertaking in-depth proprietary research and analysis of individual companies and securities.

Offer information

Indirect Cost Ratio (ICR) 0.70% (as at 30 Jun 2015)
Performance fee 0
Minimum initial investment $20,000
Minimum additional investments $5,000.00
Minimum redemption amount $5,000.00

Top 10 holdings (as at 31 Jan 2017)

Holding Type % of Portfolio
Westpac Banking Corp Equity 11.11%
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* Dates for historical returns vary from fund to fund