Antares Prof Small Companies - Managed Fund (Closed)
Fund Objective
The fund's objective is to outperform the Benchmark by 5% (before fees) per annum over a rolling 5 year period.Fund Strategy
The fund is an actively managed Australian shares fund designed to enhance returns by investing in a diversified portfolio of Australian small companies.Fund Performance Comparison
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- Peers
- Benchmark ({{ fund.benchmark.name }})
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.
Fund performance
| 1M | 3M | 6M | 1Y p.a. | 2Y p.a. | 3Y p.a. | 5Y p.a. | 10Y p.a. | |
| Total return | -1.05% | 1.58% | -0.37% | 3.46% | 4.53% | 1.64% | 3.02% | 3.49% |
| Growth return | -1.05% | -7.93% | -11.48% | -13.15% | -9.35% | -8.31% | -4.09% | -5.11% |
| Income return | 0% | 9.51% | 11.11% | 16.61% | 13.88% | 9.95% | 7.11% | 8.6% |
|
Market index (S&P/ASX Small Ordinaries TR AUD)
|
||||||||
| Total return | 1.89% | 14.27% | 25.32% | 22.82% | 24.72% | 13.86% | 9.58% | 9.07% |
General Information
Fund Details
| Type | Description |
| Antares Prof Small Companies | |
| Closed | |
| Antares Capital Partners Ltd | |
| PPL0107AU | |
| Equity Australia Mid/Small Growth | |
 (as at 30 Apr 2017) |
|
| Investment Fund | |
| 18 Nov 1999 | |
| $23.79 million (as at 30 Apr 2017) | |
| $0.6409 (as at 18 May 2017) | |
| $0.639 (as at 18 May 2017) | |
| Finalised |
Offer information
| Type | Description |
| MER | 0.98% (as at 30 Jun 2005) |
| Indirect Cost Ratio (ICR) | 0.98% (as at 30 Jun 2015) |
| 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 (as at 30 Apr 2017) | Type | % of Portfolio |
| IRESS Ltd | Equity | 4.38% |
| Login now to view the complete list of holdings. | ||
Your guide to next steps
Dealing with a struggling fund? What to Do and Look For
FAQs about the Antares Prof Small Companies
What is the objective of the Antares Prof Small Companies managed fund?
The objective of the Antares Prof Small Companies managed fund is The fund's objective is to outperform the Benchmark by 5% (before fees) per annum over a rolling 5 year period.
What is the strategy for the Antares Prof Small Companies managed fund?
The strategy of the Antares Prof Small Companies managed fund is The fund is an actively managed Australian shares fund designed to enhance returns by investing in a diversified portfolio of Australian small companies.
What is the APIR code of the Antares Prof Small Companies managed fund?
The APIR code of the Antares Prof Small Companies managed fund is PPL0107AU.
What was Antares Prof Small Companies’s total return last month?
Antares Prof Small Companies’s total return last month was -1.05%. This was made up of a growth return of -1.05% and an income return of 0%. These returns were calculated as at 30 Apr 2017.
What was Antares Prof Small Companies’s total return for the last three months?
Antares Prof Small Companies’s total return for the last three months was 1.58%. This was made up of a growth return of -7.93% and an income return of 9.51%%. These returns were calculated as at 30 Apr 2017.
What is Antares Prof Small Companies’s one-year total return?
Antares Prof Small Companies’s one-year total return is 3.46%. This was made up of a growth return of -13.15% and an income return of 16.61%. These returns were calculated as at 30 Apr 2017.
What is Antares Prof Small Companies’s three-year total return?
Antares Prof Small Companies’s one-year total return is 1.64%. This was made up of a growth return of -8.31% and an income return of 9.95%. These returns were calculated as at 30 Apr 2017.
What is the asset allocation of the Antares Prof Small Companies managed fund?
The asset allocation of the Antares Prof Small Companies managed fund is :
- Australian Equities
- 93.38%
- Cash
- 6.62%
- International Equities
- 0%
- Property & Infrastructure
- 0%
- Fixed Interest
- 0%
- Alternatives
- 0%
Who is the responsible Entity of the Antares Prof Small Companies managed fund?
The Responsible Entity for the Antares Prof Small Companies managed fund is Antares Capital Partners Ltd.
What sector/asset class does the Antares Prof Small Companies managed fund belong to?
The Antares Prof Small Companies managed fund belongs to the Equity Australia Mid/Small Growth sector/asset class.
What is the size of the Antares Prof Small Companies managed fund?
As at 30 Apr 2017, the size of the Antares Prof Small Companies managed fund was $23.79 million.
What is the inception date of the Antares Prof Small Companies managed fund?
The Antares Prof Small Companies managed fund has an inception date of 18 Nov 1999.
What is the current entry price of the Antares Prof Small Companies managed fund?
The current entry price of the Antares Prof Small Companies managed fund is $0.6409 per unit and the current exit price is $0.639 per unit (as at 18 May 2017).
What is the current exit price of the Antares Prof Small Companies managed fund?
The current exit price of the Antares Prof Small Companies managed fund is $0.639 per unit and the current entry price is $0.6409 per unit (as at 18 May 2017).
What is the minimum investment amount for the Antares Prof Small Companies managed fund?
The minimum initial investment amount for the Antares Prof Small Companies 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.
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