Antares Prof Elite Opportunities - Managed Fund
General Information
| Antares Prof Elite Opportunities | |
| Antares Capital Partners Ltd | |
| PPL0115AU | |
| Equity Australia Large Blend | |
 (as at 31 Mar 2018) |
|
| Investment Fund | |
| 18 Nov 2002 | |
| $235.11 million (as at 31 Mar 2018) | |
| $1.3159 (as at 20 Apr 2018) | |
| $1.3119 (as at 20 Apr 2018) |
Fund performance (31 Mar 2018)
| 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 | -3.81 | -4.42 | 4.23 | 3.57 | 11.54 | 5.28 | 8.37 | 7.09 |
| Growth return | -4.73 | -5.33 | 1.53 | -5.22 | 4.03 | -2.75 | -0.39 | 0.37 |
| Income return | 0.92 | 0.91 | 2.7 | 8.79 | 7.51 | 8.03 | 8.76 | 6.72 |
|
Market index (S&P/ASX 200 TR AUD) |
||||||||
| Total return | -3.77 | -3.86 | 3.48 | 2.54 | 11.15 | 3.76 | 7.66 | 5.35 |
Fund Performance Comparison
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|---|---|---|---|---|
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Relative Fund Performance vs {{ fund.benchmark.peers.peerCount }} peers and {{ fund.benchmark.name }}
Asset Allocation (31 Mar 2018)
| Australian Equities | 97.26% |
| International Equities | 0% |
| Cash | 2.74% |
| Property | 0% |
| Fixed Interest | 0% |
| Alternatives | 0% |
|
Asset Allocation
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Objectives and Strategy
| The Fund's objective is to outperform the S&P/ASX 200 Accumulation Index by 4% per annum (before fees) over a rolling 5 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 2017) |
| 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 28 Feb 2018)
| Holding | Type | % of Portfolio |
|---|---|---|
| Westpac Banking Corp | Equity | 11.40% |
| Login now to view the complete list of holdings. | ||
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