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  5. Antares Elite Opportunities - Managed fund profile

Antares Elite Opportunities - Managed Fund

Fund Objective
To outperform the Benchmark (after fees) over rolling five year periods.
Fund Strategy
The Fund is a concentrated portfolio of Australian listed equities containing only Antares' highest conviction investment ideas. The Fund isn't constrained by the Benchmark's industry or company weights, giving Antares the flexibility to invest in their best investment ideas.

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 3.68% 5.67% 9.35% 19.91% 8.76% 7.55% 6.97% 8.31%
Growth return 3.68% 4.91% 3.77% 12.53% 1.66% 0.13% 0.8% 0.99%
Income return 0% 0.76% 5.58% 7.38% 7.1% 7.42% 6.17% 7.32%
Market index (S&P/ASX 200 TR AUD)
Total return 3.79% 5.47% 11.53% 23.42% 11.9% 9.55% 8.28% 9.08%
As at 30 Nov 2024. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Antares Elite Opportunities
Australian Equities
98.98%
Cash
1.02%
International Equities
0%
Property
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Australian Equities
93.64%
Cash
-0.31%
International Equities
4.13%
Property
2.16%
Fixed Interest
0.40%
Alternatives
-0.03%

General Information

Fund Details
Type Description
Antares Elite Opportunities
Antares Capital Partners Ltd
PPL0115AU
Equity Australia Large Blend
starstarstar (as at 30 Nov 2024)
Investment Fund
18 Nov 2002
$151.5 million (as at 30 Nov 2024)
$1.3371 (as at 23 Dec 2024)
$1.3331 (as at 23 Dec 2024)
Open
Offer information
Type Description
MER 0.70% (as at 30 Sep 2024)
Indirect Cost Ratio (ICR) - Estimated 0.70% (as at 30 Jun 2024) (Estimated)
Performance fee (included in ICR) 0
Minimum initial investment $20,000
Minimum additional investments $5,000.00
Minimum redemption amount $5,000.00

Top 10 holdings (as at 30 Sep 2024)

Holding (as at 30 Sep 2024) Type % of Portfolio
BHP Group Ltd Equity 12%
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FAQs about the Antares Elite Opportunities

The objective of the Antares Elite Opportunities managed fund is To outperform the Benchmark (after fees) over rolling five year periods.

The strategy of the Antares Elite Opportunities managed fund is The Fund is a concentrated portfolio of Australian listed equities containing only Antares' highest conviction investment ideas. The Fund isn't constrained by the Benchmark's industry or company weights, giving Antares the flexibility to invest in their best investment ideas.

The APIR code of the Antares Elite Opportunities managed fund is PPL0115AU.

Antares Elite Opportunities’s total return last month was 3.68%. This was made up of a growth return of 3.68% and an income return of 0%. These returns were calculated as at 30 Nov 2024.

Antares Elite Opportunities’s total return for the last three months was 5.67%. This was made up of a growth return of 4.91% and an income return of 0.76%%. These returns were calculated as at 30 Nov 2024.

Antares Elite Opportunities’s one-year total return is 19.91%. This was made up of a growth return of 12.53% and an income return of 7.38%. These returns were calculated as at 30 Nov 2024.

Antares Elite Opportunities’s one-year total return is 7.55%. This was made up of a growth return of 0.13% and an income return of 7.42%. These returns were calculated as at 30 Nov 2024.

The asset allocation of the Antares Elite Opportunities managed fund is :

Australian Equities
98.98%
Cash
1.02%
International Equities
0%
Property
0%
Fixed Interest
0%
Alternatives
0%

The Responsible Entity for the Antares Elite Opportunities managed fund is Antares Capital Partners Ltd.

The Antares Elite Opportunities managed fund belongs to the Equity Australia Large Blend sector/asset class.

As at 30 Nov 2024, the size of the Antares Elite Opportunities managed fund was $151.5 million.

The Antares Elite Opportunities managed fund has an inception date of 18 Nov 2002.

The current entry price of the Antares Elite Opportunities managed fund is $1.3371 per unit and the current exit price is $1.3331 per unit (as at 23 Dec 2024).

The current exit price of the Antares Elite Opportunities managed fund is $1.3331 per unit and the current entry price is $1.3371 per unit (as at 23 Dec 2024).

The minimum initial investment amount for the Antares Elite Opportunities 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.