Since launching their first SMA in 2009, Antares Equities has introduced more than 4 SMAs into the market. 2 This model is available in the Core option in Wealth Accelerator or Super Accelerator as part of the GSS Managed Models. Antares Elite Opportunities Antares Core 0.62 Ausbil Australian Concentrated Equities Ausbil Investment Management Limited Core 0.92 Redpoint Industrials Redpoint Investment Management Core 0.40 Perennial Value Shares for Income Perennial Value/Income 0.77 Antares Ex-20 Antares Growth 0.75 Pendal Australian Share Pendal Core 0.60 Perpetual Direct Equity Alpha Perpetual Value 0.80 … Antares Dividend Builder Antares Income 0.46 Antares Elite Opportunities Antares Core 0.62 Ausbil Australian Concentrated Equities Ausbil Investment Management Limited Core 0.92 Redpoint Industrials Redpoint Investment Management Core 0.40 Perennial Value Shares for Income Perennial Value/Income 0.77 Antares Ex-20 Antares Growth 0.75 SMAPER01S Perpetual Direct Equity Alpha Approved Managed Funds, Separately Managed Accounts (SMAs) and Term Deposits Macquarie Dynamic Bond Fund … Separately Managed Account (SMA) ... Core/Growth Antares Core Opportunities 0.62 NUN0054AU Antares Ex-20 Australian Equities 0.75 NUN0102AU Ausbil Australian Concentrated Equities 0.92 NUN0055AU Pendal Australian Share 0.60 NUN9250AU Perpetual Direct Equity Alpha 0.80 NUN0964AU Redpoint Industrials 0.40 NUN0101AU 10. Core/Growth Antares Elite Antares Up to 35 Core Yes S&P/ASX 200 0.62 Opportunities Accumulation Index Antares Ex-20 Australian Antares 15-30 Growth No Return of the S&P/ASX 200 0.75 Equities Accumulation Index excluding stocks listed in the S&P/ASX 20 Accumulation Index Ausbil Australian Ausbil 20–30 Core No S&P/ASX 300 0.92 PPL0010AU Antares Core Opportunities Model Portfolio 70 PPL0002AU Antares Dividend Builder 70 PPL0011AU Antares Dividend Builder Model Portfolio (Direct SMA) 70 PPL0115AU Antares Elite Opportunities Fund (Professional Selection) 70 PPL0108AU Antares High Growth Shares Fund (Personal Choice) 70 PPL0028AU Antares Income Fund 70 NFS0209AU Antares Listed … The models include a core Australian equity (Elite Opportunities), a yield enhanced model (Dividend Builder) and a specialist mid-cap portfolio (ex-20 model) and provide diversified exposure to Australian equities with an expected allocation of between 15-30 securities, utilising only ASX listed equities. Antares Core Opportunities Antares Capital Partners Limited 15–25 Core Yes S&P/ASX200 Accumulation Index 0.62 Ausbil Australian Concentrated Equity Ausbil Dexia 20–30 Core No S&P/ASX300 Accumulation Index 0.92 Goldman Sachs Core Australian Equities Goldman Sachs Asset Management 20–30 Core No S&P/ASX200 Accumulation Index 0.67 JBWere Growth JBWere 20 … With the benefits of investing in a managed fund (such as share selection and ongoing portfolio management) as well as the beneficial ownership of investing in shares, there are plenty of reasons for you to consider investing in SMAs. Offer information. Individual portfolio of securities Direct ownership of securities • The client (or trustee) is the owner of the underlying securities, not units in a unit trust. The Antares Small Companies Fund delivered a return of 1.1% (net of fees) for the month of April, underperforming its benchmark index by 0.9%. ARDEA INVESTMENT MANAGEMENT . Antares Core Opportunities Antares Dividend Builder DNR Capital Australian Equities High Conviction DNR Capital Australian Equities Income Perpetual Direct Equity Alpha Minimum Investment Approved Managed Funds, SMAs and Term Deposits Managed Funds – multi-sector funds Managed Funds – single-sector funds MLC Wholesale IncomeBuilder Fund ™ Optional Extras: SMA Menu Optional … Opportunities to Learn. Antares Ex-20 Australian Equities SMA Model Portfolio, opens in new window : Antares Fixed Income Funds - at 31 December 2018 Antares Fixed Income Funds - at 31 December … • All investors hold the same investments in the same weightings as the model portfolio, and any deviations are corrected by regular portfolio rebalancing. It invests in both core and trading components in an 80:20 ratio to ensure that investors have exposure to both longer-term core holdings and more opportunistic situations. ANTARES SMA NUN0051AU Antares Blue Chip Top 20 70 NUN0054AU Antares Core Opportunities 70 NUN0052AU Antares Dividend Builder 70 PPL0037AU Antares Ex -20 Australian Equities Model Portfolio 70 APN FUNDS MANAGEMENT LIMITED APN0008AU APN A -REIT Fund 70 AAP0103AU AUSBIL Australian Active Equity Fund 70 AAP0101AU AUSBIL Balanced Portfolio 70 AUSBIL DEXIA LIMITED SMA … How we build the Antares Ex-20 portfolio Core and pay-off stocks The Antares Ex-20 Australian Equities SMA portfolio is built around a selection of core names. Antares Core Opportunities SMAANT02S Antares Dividend Builder SMADNR01S DNR Capital Australian Equities High Conviction SMADNR03S DNR Capital Australian Equities Income SMAIBB02S Morningstar Australian Shares Income. Antares Core Opportunities SMA Model Portfolio, opens in new window. 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