Launched in May 2015, the portfolio is designed for investors seeking an actively managed, highly concentrated portfolio of Australian securities excluding the top 20 stocks by market capitalisation.

The model portfolio invests in companies that Antares identifies as having the potential to offer significant long-term capital growth.

Key highlights from Lonsec included:

• The experience and quality of the Antares Equities investment team is among the strongest in the Lonsec peer group, with an average investment experience of 17 years and tenure of 12 years;
• Antares Equities research approach is thorough, logical and consistently applied, undertaken by a well-resourced team with significant industry experience; and
• The total fee load of the model portfolio is very competitive versus similar peers.

Brendan Donohoe, General Manager of Antares Equities, said the aim is to provide investors with performance in all market conditions through an investment approach underpinned by dedication, experience and discipline.

“The Ex-20 strategy offers differentiated returns in comparison to investing in a standard benchmark that includes the Top 20 ASX listed companies by market capitalisation. The approach to stock selection is bottom-up, and is focused on identifying companies where the potential value of each company’s business is not fully reflected in the current share price.

“Our investments are selected because they offer the best potential returns we can find in the market. By looking outside the ‘Top 20’, we’re providing investors with access to potential leaders of the future whose businesses may challenge the larger, incumbent companies as they mature.”

The Antares Ex-20 Australian Equities Model Portfolio is available on the Antares Direct SMA Platform.

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“I’m extremely excited and honoured to be appointed General Manager of a business with the outstanding reputation of Antares Equities. I’ve been with Antares since 2012 and in these 3 years the business has continued to strengthen its capabilities and distribution network. I’m looking forward to the next stage of its growth and being an integral part of its future,” Mr Donohoe said.

Brendan joined the Executive team at Antares Equities in mid-2012 in the role of Head of Institutional Sales and has been with the NAB Group for 5 years.

NAB Asset Management Executive General Manager Garry Mulcahy said: “Antares is a critical component of the NAB Asset Management suite of investment solutions, with the foundation of the business being formed in 1994 before growing into the business it is today with over $7.7 billion* funds under management.

“It was paramount to us that in appointing the right candidate we found someone with the right leadership qualities and industry experience. We believe Brendan is the perfect candidate to drive the business forward.”

Prior to joining Antares, Brendan was a Divisional Director at JANA Investment Advisers, responsible for managing its business development, marketing and communications divisions. As part of his leadership role in the firm he had a specific focus on business strategy.

Brendan started his career with Bank of Ireland Asset Management Limited where he held numerous Senior Executive roles and Directorships in the 29 years he worked with the company, establishing and running divisions of the asset management business in Ireland, Australia, Japan, UK & North America.

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Antares Capital Investment Manager Ken Hyman said: “With low interest rates looking to stay for the foreseeable future, we’re seeing traditional cash investments like term deposits fall out of favour. The appetite for low risk investments is still there, so investors are looking for alternatives that aim to give them added returns on top of the cash rate.”

The Fund aims to outperform the UBS Bank Bill Index by investing in a diverse range of cash, domestic and global fixed income securities depending on the prevailing economic environment.

The Antares Income Fund is managed using the Antares Enhanced Cash Trust as its core strategy, which has an impressive track record of performance including no negative returns through the GFC.

The Fund has also received a “Recommended” rating from research house Lonsec due to the very experienced and stable team and its established track record in the management of enhanced cash strategies.

“Fixed income products aren’t always easily understood by retail investors and maybe this has made them a less popular choice than equities. If investors are looking for regular income, strong liquidity, with a focus on capital preservation, the Antares Income Fund could be an ideal investment for them,” Mr Hyman said.

The Antares Income Fund is now available directly through Antares or on MLC Wrap and Navigator products. It will also be added to other major platforms in early 2014.

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