General Information

Antares Prof High Growth Shares
Antares Capital Partners Ltd
PPL0106AU
Equity Australia Large Blend
starstarstarstarstar (as at 30 Jun 2017)
Investment Fund
6 Dec 1999
$539.21 million (as at 30 Jun 2017)
$1.0651 (as at 20 Jul 2017)
$1.0619 (as at 20 Jul 2017)

Fund performance (30 Jun 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 0.64 -0.55 4.38 17.09 9.14 8.9 12.96 5.83
Growth return -6.81 -7.92 -6.5 1.87 1.3 -1.65 1.58 -1.74
Income return 7.45 7.37 10.88 15.22 7.84 10.55 11.38 7.57

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

Total return 0.17 -1.58 3.16 14.09 7.11 6.63 11.81 3.61
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Fund Performance Comparison

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Relative Fund Performance

Asset Allocation (30 Jun 2017)

Australian Equities 99.10%
International Equities 0%
Cash 0.90%
Property 0%
Fixed Interest 0%
Alternatives 0%
Asset Allocation

Objectives and Strategy

To outperform the S&P/ASX 200 Accumulation Index by 5% pa (before fees) over a rolling five-year period.
The fund is an actively managed portfolio of Australian listed equities and cash equivalent instruments, with exchange traded derivatives used for efficient portfolio management, to hedge market risks and to enhance returns.

Offer information

Indirect Cost Ratio (ICR) 1.05% (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 30 Apr 2017)

Holding Type % of Portfolio
Australia and New Zealand Banking Group Ltd Equity 8.03%
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