General Information

MLC MKBS-Antares Elite Opportunities
MLC Nominees Pty Ltd
MLC0906AU
Equity Australia Large Blend
starstarstarstar (as at 31 Jul 2017)
Superannuation Fund
10 Sep 2012
$29.46 million (as at 31 Jul 2017)
$1.77429 (as at 17 Aug 2017)
$1.76897 (as at 17 Aug 2017)

Fund performance (31 Jul 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 0.61 0.7 5.81 13.81 8.47 7.1 - -
Growth return 0.61 0.7 5.81 13.81 8.47 7.1 - -
Income return 0 0 0 0 0 0 - -

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

Total return -0.01 -2.59 3.97 7.33 4.82 5.11 10.88 3.83

Asset Allocation (31 Jul 2017)

Australian Equities 95.80%
International Equities 0%
Cash 4.20%
Property 0%
Fixed Interest 0%
Alternatives 0%
Asset Allocation

Objectives and Strategy

To outperform the S&P/ASX 200 Accumulation Index by 4% pa (before fees) over a rolling five-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) 1.20% (as at 10 Oct 2016) (Estimated)
Minimum initial investment
Minimum additional investments
Minimum redemption amount

Top 10 holdings (as at 31 May 2017)

Holding Type % of Portfolio
Westpac Banking Corp Equity 8.37%
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