The Antares Listed Property Fund (Fund) is an actively managed portfolio that primarily invests in property securities that are listed (or expected to be listed) on the Australian share market.
The Fund may also invest in listed Australian companies that operate in the property industry such as listed property development and funds management companies, as well as listed infrastructure companies, where the income and assets are property-related in nature.
Fund Objective and Strategy
The Antares Listed Property Fund has an objective to outperform the Benchmark (before fees) over rolling five-year periods.
The Fund follows a bottom-up investment process, which means investment decisions are made by undertaking in-depth proprietary research and analysis of individual listed property securities.
In general, the Fund aims to invest in REITs where the current price does not fully reflect the Funds view of its potential value. Through contact with issuers of REITs and detailed financial and non-financial analysis, the Funds research analysts gain a first-hand understanding of these Australian REITs and the market in which they operate.
The Fund invests broadly across property sectors, taking positions in REITs that may be significantly different from the market. The Fund has the ability to invest up to 10% of the Fund in REITs and listed companies operating in the property industry that are not included in the Benchmark.
The Fund pays distributions quarterly.
Click here for the latest performance of this Fund and other property securities funds.
The Fund offers daily liquidity.
The Fund charges an ongoing management fee of 0.72% of the Net Asset Value of the Fund.
There is a 0.15% spread between the buy unit price and the sell unit price.
For more information please contact the manager for a PDS.
For more information on unlisted property funds and property syndicates please refer to the following guide.
The information provided above should be seen as factual information and not financial advice. All the information provided is not intended to imply any recommendation or opinion about a financial product.
We recommend seeking advice from professional and qualified financial planners prior to investing in any financial product.
- Category : Property Securities Funds
- Manager : Antares Equities
- Term : open-ended
- Yield : n.a
- IRR : n.a
- Minimum Investment : 20000