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  5. Antares Prof Listed Property - Managed fund profile

Antares Prof Listed Property - Managed Fund (Closed)

Fund Objective
The Fund's objective is to outperform the Benchmark (before fees) over a rolling 5 year period.
Fund Strategy
The Fund is a long only portfolio of Australian listed property and property related securities. 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.

Fund Performance Comparison

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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 4.34% 2.83% 15.97% 21.59% 3.91% 10.4% 7.83% 11.6%
Growth return 4.34% 2.83% 12.91% 18.39% -0.71% 5.23% -1.95% 2.81%
Income return 0% 0% 3.06% 3.2% 4.62% 5.17% 9.78% 8.79%
Market index (S&P/ASX 200 A-REIT TR)
Total return 9.7% 16.75% 36.08% 36.58% 8.42% 11.44% -% 10.52%
As at 30 Nov 2021. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Antares Prof Listed Property
Cash
3.08%
Property
96.92%
Australian Equities
0%
International Equities
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Cash
1.64%
Property
94.20%
Australian Equities
3.78%
International Equities
0.35%
Fixed Interest
0.01%
Alternatives
0.01%

General Information

Fund Details
Type Description
Antares Prof Listed Property
Closed
Antares Capital Partners Ltd
NFS0209AU
Equity Australia Real Estate
starstar (as at 30 Nov 2021)
Investment Fund
28 Feb 1994
$21.01 million (as at 31 Oct 2021)
$28.6977 (as at 3 Dec 2021)
$28.6977 (as at 3 Dec 2021)
Finalised
Offer information
Type Description
Indirect Cost Ratio (ICR) 0.72% (as at 30 Jun 2021)
Minimum initial investment $20,000
Minimum additional investments $5,000.00
Minimum redemption amount $5,000.00

Top 10 holdings (as at 31 Oct 2021)

Holding (as at 31 Oct 2021) Type % of Portfolio
Goodman Group Equity - REIT 28.77%
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FAQs about the Antares Prof Listed Property

The objective of the Antares Prof Listed Property managed fund is The Fund's objective is to outperform the Benchmark (before fees) over a rolling 5 year period.

The strategy of the Antares Prof Listed Property managed fund is The Fund is a long only portfolio of Australian listed property and property related securities. 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.

The APIR code of the Antares Prof Listed Property managed fund is NFS0209AU.

Antares Prof Listed Property’s total return last month was 4.34%. This was made up of a growth return of 4.34% and an income return of 0%. These returns were calculated as at 30 Nov 2021.

Antares Prof Listed Property’s total return for the last three months was 2.83%. This was made up of a growth return of 2.83% and an income return of 0%%. These returns were calculated as at 30 Nov 2021.

Antares Prof Listed Property’s one-year total return is 21.59%. This was made up of a growth return of 18.39% and an income return of 3.2%. These returns were calculated as at 30 Nov 2021.

Antares Prof Listed Property’s one-year total return is 10.4%. This was made up of a growth return of 5.23% and an income return of 5.17%. These returns were calculated as at 30 Nov 2021.

The asset allocation of the Antares Prof Listed Property managed fund is :

Cash
3.08%
Property
96.92%
Australian Equities
0%
International Equities
0%
Fixed Interest
0%
Alternatives
0%

The Responsible Entity for the Antares Prof Listed Property managed fund is Antares Capital Partners Ltd.

The Antares Prof Listed Property managed fund belongs to the Equity Australia Real Estate sector/asset class.

As at 31 Oct 2021, the size of the Antares Prof Listed Property managed fund was $21.01 million.

The Antares Prof Listed Property managed fund has an inception date of 28 Feb 1994.

The current entry price of the Antares Prof Listed Property managed fund is $28.6977 per unit and the current exit price is $28.6977 per unit (as at 3 Dec 2021).

The current exit price of the Antares Prof Listed Property managed fund is $28.6977 per unit and the current entry price is $28.6977 per unit (as at 3 Dec 2021).

The minimum initial investment amount for the Antares Prof Listed Property managed fund is $20,000. Minimum additional investment is $5000.

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 can 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.