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  5. Antares Personal High Growth Shares - Managed fund profile

Antares Personal High Growth Shares - Managed Fund

Fund Objective
To outperform the S&P/ASX 200 Total Return Index (Benchmark) (after fees) over rolling five-year periods.
Fund Strategy
The fund aims to enhance returns through a range of investment strategies including long/short positions, active trading along with the ability to use exchange traded derivatives.

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 2.33% 4.28% 7.86% 19.74% 9.54% 7.89% 8.54% 9.32%
Growth return 2.33% 3.13% 4.04% 13.31% 1.84% -2.42% -0.27% 0.09%
Income return 0% 1.15% 3.82% 6.43% 7.7% 10.31% 8.81% 9.23%
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 Personal High Growth Shares
Australian Equities
98.59%
Cash
1.41%
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 Personal High Growth Shares
MLC Investments Limited
PPL0108AU
Equity Australia Large Blend
starstarstar (as at 30 Nov 2024)
Investment Fund
29 Nov 1999
$6.7 million (as at 30 Nov 2024)
$1.0563 (as at 23 Dec 2024)
$1.0531 (as at 23 Dec 2024)
Closed
Offer information
Type Description
MER 1.15% (as at 30 Sep 2024)
Indirect Cost Ratio (ICR) - Estimated 1.05% (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 $500.00

Top 10 holdings (as at 30 Sep 2024)

Holding (as at 30 Sep 2024) Type % of Portfolio
Commonwealth Bank of Australia Equity 11.17%
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FAQs about the Antares Personal High Growth Shares

The objective of the Antares Personal High Growth Shares managed fund is To outperform the S&P/ASX 200 Total Return Index (Benchmark) (after fees) over rolling five-year periods.

The strategy of the Antares Personal High Growth Shares managed fund is The fund aims to enhance returns through a range of investment strategies including long/short positions, active trading along with the ability to use exchange traded derivatives.

The APIR code of the Antares Personal High Growth Shares managed fund is PPL0108AU.

Antares Personal High Growth Shares’s total return last month was 2.33%. This was made up of a growth return of 2.33% and an income return of 0%. These returns were calculated as at 30 Nov 2024.

Antares Personal High Growth Shares’s total return for the last three months was 4.28%. This was made up of a growth return of 3.13% and an income return of 1.15%%. These returns were calculated as at 30 Nov 2024.

Antares Personal High Growth Shares’s one-year total return is 19.74%. This was made up of a growth return of 13.31% and an income return of 6.43%. These returns were calculated as at 30 Nov 2024.

Antares Personal High Growth Shares’s one-year total return is 7.89%. This was made up of a growth return of -2.42% and an income return of 10.31%. These returns were calculated as at 30 Nov 2024.

The asset allocation of the Antares Personal High Growth Shares managed fund is :

Australian Equities
98.59%
Cash
1.41%
International Equities
0%
Property
0%
Fixed Interest
0%
Alternatives
0%

The Responsible Entity for the Antares Personal High Growth Shares managed fund is MLC Investments Limited.

The Antares Personal High Growth Shares managed fund belongs to the Equity Australia Large Blend sector/asset class.

As at 30 Nov 2024, the size of the Antares Personal High Growth Shares managed fund was $6.7 million.

The Antares Personal High Growth Shares managed fund has an inception date of 29 Nov 1999.

The current entry price of the Antares Personal High Growth Shares managed fund is $1.0563 per unit and the current exit price is $1.0531 per unit (as at 23 Dec 2024).

The current exit price of the Antares Personal High Growth Shares managed fund is $1.0531 per unit and the current entry price is $1.0563 per unit (as at 23 Dec 2024).

The minimum initial investment amount for the Antares Personal High Growth Shares 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.