Antares Income Fund - Managed Fund

Fund Objective

The Fund provides investors with a highly diversified exposure to a range of cash, cash equivalent, and fixed interest and debt securities.

Fund Strategy

The Fund provides investors with a highly diversified exposure to a range of cash, cash equivalent, and fixed interest and debt securities.

Fund Performance Comparison

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Peers

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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.

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.

Fund performance

	1M	3M	6M	1Y p.a.	2Y p.a.	3Y p.a.	5Y p.a.	10Y p.a.
Total return	0.47%	1.13%	2.33%	4.99%	5.76%	6%	3.82%	3.09%
Growth return	0.15%	-0.89%	-0.65%	-0.29%	1.61%	1.54%	-0.15%	0.07%
Income return	0.32%	2.02%	2.98%	5.28%	4.15%	4.46%	3.97%	3.02%

As at 31 Jan 2026. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Antares Income Fund

Cash: 8.42%

Fixed Interest: 91.58%

General Information

Fund Details

Type	Description
Fund Name	Antares Income Fund
APIR Code	PPL0028AU
Morningstar Rating	(as at 31 Jan 2026)
Legal Structure	Unknown
Fund Inception	4 Nov 2013
Fund Size	$270488113 million (as at 30 Sep 2025)
Entry Price	$1.01752 (as at 12 Feb 2026)
Exit Price	$1.0165 (as at 12 Feb 2026)
Fund Status	Open

Offer information

Type	Description
MER	0.29% (as at 30 Sep 2025)
Indirect Cost Ratio (ICR) - Estimated	0.29% (as at 30 Jun 2025) (Estimated)
Minimum initial investment	$20,000
Minimum additional investments	$1,000.00
Minimum redemption amount

Top 10 holdings (as at 31 Dec 2025)

Holding (as at 31 Dec 2025)	Type	% of Portfolio
Australia & New Zealand Banking Group Ltd. 4.422%		2.79%
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FAQs about the Antares Income Fund

What is the objective of the Antares Income Fund managed fund?

The objective of the Antares Income Fund managed fund is The Fund provides investors with a highly diversified exposure to a range of cash, cash equivalent, and fixed interest and debt securities.

What is the strategy for the Antares Income Fund managed fund?

The strategy of the Antares Income Fund managed fund is The Fund provides investors with a highly diversified exposure to a range of cash, cash equivalent, and fixed interest and debt securities.

What is the APIR code of the Antares Income Fund managed fund?

The APIR code of the Antares Income Fund managed fund is PPL0028AU.

What was Antares Income Fund’s total return last month?

Antares Income Fund’s total return last month was 0.47%. This was made up of a growth return of 0.15% and an income return of 0.32%. These returns were calculated as at 31 Jan 2026.

What was Antares Income Fund’s total return for the last three months?

Antares Income Fund’s total return for the last three months was 1.13%. This was made up of a growth return of -0.89% and an income return of 2.02%%. These returns were calculated as at 31 Jan 2026.

What is Antares Income Fund’s one-year total return?

Antares Income Fund’s one-year total return is 4.99%. This was made up of a growth return of -0.29% and an income return of 5.28%. These returns were calculated as at 31 Jan 2026.

What is Antares Income Fund’s three-year total return?

Antares Income Fund’s one-year total return is 6%. This was made up of a growth return of 1.54% and an income return of 4.46%. These returns were calculated as at 31 Jan 2026.

What is the asset allocation of the Antares Income Fund managed fund?

The asset allocation of the Antares Income Fund managed fund is :

Cash: 8.42%

Fixed Interest: 91.58%

What is the size of the Antares Income Fund managed fund?

As at 30 Sep 2025, the size of the Antares Income Fund managed fund was $270488113 million.

What is the inception date of the Antares Income Fund managed fund?

The Antares Income Fund managed fund has an inception date of 4 Nov 2013.

What is the current entry price of the Antares Income Fund managed fund?

The current entry price of the Antares Income Fund managed fund is $1.01752 per unit and the current exit price is $1.0165 per unit (as at 12 Feb 2026).

What is the current exit price of the Antares Income Fund managed fund?

The current exit price of the Antares Income Fund managed fund is $1.0165 per unit and the current entry price is $1.01752 per unit (as at 12 Feb 2026).

What is the minimum investment amount for the Antares Income Fund managed fund?

The minimum initial investment amount for the Antares Income Fund managed fund is $20,000. Minimum additional investment is $1000.

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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