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Antares Prof Sustainable Investment - Managed Fund (Closed)

Fund Objective
The fund's objective is to outperform the S&P/ASX 200 Accumulation Index over a rolling five year period. The fund invests in a diversified portfolio of Australian shares selected after having undertaken systematic sustainability and financial research.
Fund Strategy
We believe sustainability is a core investment issue to be considered when valuing a company. Our research shows that sustainability issues are at the centre of operational risk management for senior management and boards.

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 0% -0.09% -0.23% -3.04% -5.64% -1.49% -0.96% -%
Growth return 0% -0.09% -0.23% -4.17% -8.47% -4.16% -7.21% -%
Income return 0% 0% 0% 1.13% 2.83% 2.67% 6.25% -%
Market index (S&P/ASX 200 TR AUD)
Total return 1.78% 0.36% 3.06% 7.37% 11.2% 9.81% 10.21% 10.12%
As at 28 Feb 2013. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Antares Prof Sustainable Investment
Australian Equities
97.70%
Cash
2.30%
International Equities
0%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Australian Equities
95.85%
Cash
-1.01%
International Equities
4.24%
Property & Infrastructure
1.27%
Fixed Interest
-0.33%
Alternatives
-0.02%

General Information

Fund Details
Type Description
Antares Prof Sustainable Investment
Closed
Antares Capital Partners Ltd
PPL0003AU
Equity Australia Large Blend
star (as at 28 Feb 2013)
Investment Fund
16 Feb 2006
$8.02 million (as at 31 May 2012)
$0.4487 (as at 18 Mar 2013)
$0.4474 (as at 18 Mar 2013)
Finalised
Offer information
Type Description
Indirect Cost Ratio (ICR) 0.85% (as at 30 Jun 2012)
Minimum initial investment $20,000
Minimum additional investments $5,000.00
Minimum redemption amount $5,000.00

Top 10 holdings (as at 31 May 2012)

Holding (as at 31 May 2012) Type % of Portfolio
BHP Billiton Ltd Equity 13.02%
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FAQs about the Antares Prof Sustainable Investment

The objective of the Antares Prof Sustainable Investment managed fund is The fund's objective is to outperform the S&P/ASX 200 Accumulation Index over a rolling five year period. The fund invests in a diversified portfolio of Australian shares selected after having undertaken systematic sustainability and financial research.

The strategy of the Antares Prof Sustainable Investment managed fund is We believe sustainability is a core investment issue to be considered when valuing a company. Our research shows that sustainability issues are at the centre of operational risk management for senior management and boards.

The APIR code of the Antares Prof Sustainable Investment managed fund is PPL0003AU.

Antares Prof Sustainable Investment’s total return last month was 0%. This was made up of a growth return of 0% and an income return of 0%. These returns were calculated as at 28 Feb 2013.

Antares Prof Sustainable Investment’s total return for the last three months was -0.09%. This was made up of a growth return of -0.09% and an income return of 0%%. These returns were calculated as at 28 Feb 2013.

Antares Prof Sustainable Investment’s one-year total return is -3.04%. This was made up of a growth return of -4.17% and an income return of 1.13%. These returns were calculated as at 28 Feb 2013.

Antares Prof Sustainable Investment’s one-year total return is -1.49%. This was made up of a growth return of -4.16% and an income return of 2.67%. These returns were calculated as at 28 Feb 2013.

The asset allocation of the Antares Prof Sustainable Investment managed fund is :

Australian Equities
97.70%
Cash
2.30%
International Equities
0%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%

The Responsible Entity for the Antares Prof Sustainable Investment managed fund is Antares Capital Partners Ltd.

The Antares Prof Sustainable Investment managed fund belongs to the Equity Australia Large Blend sector/asset class.

As at 31 May 2012, the size of the Antares Prof Sustainable Investment managed fund was $8.02 million.

The Antares Prof Sustainable Investment managed fund has an inception date of 16 Feb 2006.

The current entry price of the Antares Prof Sustainable Investment managed fund is $0.4487 per unit and the current exit price is $0.4474 per unit (as at 18 Mar 2013).

The current exit price of the Antares Prof Sustainable Investment managed fund is $0.4474 per unit and the current entry price is $0.4487 per unit (as at 18 Mar 2013).

The minimum initial investment amount for the Antares Prof Sustainable Investment 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.