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Antares Personal Elite Opportunities Shares Fund (9391.AX)

1.1300 -0.0200 (-1.74%)
At close: June 28 at 6:07:38 PM EDT
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DELL
  • Previous Close 1.1500
  • YTD Return 2.52%
  • Expense Ratio 0.00%
  • Category Equity Australia Large Blend
  • Last Cap Gain 0.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating --
  • Net Assets 201.35M
  • Beta (5Y Monthly) 1.02
  • Yield 9.90%
  • 5y Average Return --
  • Holdings Turnover --
  • Last Dividend 0.00
  • Inception Date Nov 18, 2002

The fund is a concentrated portfolio of Australian shares containing only Antares’ highest conviction ideas. The fund is relatively unconstrained at the stock and sector level allowing Antares to invest in their best ideas. Antares follows a bottom-up investment process, which means investment decisions are made by undertaking in-depth proprietary research and analysis of individual companies and securities.

National/MLC Group

Fund Family

Equity Australia Large Blend

Fund Category

201.35M

Net Assets

2002-11-18

Inception Date

Performance Overview: 9391.AX

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Trailing returns as of 4/30/2016. Category is Equity Australia Large Blend.

YTD Return

9391.AX
2.52%
Category
3.96%
 

1-Year Return

9391.AX
1.84%
Category
17.15%
 

3-Year Return

9391.AX
6.12%
Category
6.09%
 

5-Year Return

9391.AX
6.21%
Category
9.90%
 

Holdings: 9391.AX

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Top 10 Holdings (56.62% of Total Assets)

SymbolCompany% Assets
WEBNF.AX
WEBNF.AX 11.03%
ANEWF.AX
ANEWF.AX 10.41%
CBAUF.AX
CBAUF.AX 6.86%
RTNTF.AX
RTNTF.AX 5.78%
WFAFF.AX
WFAFF.AX 5.45%
MPL.AX
MPL.AX 3.85%
STKAF.AX
STKAF.AX 3.63%
VCMMF.AX
VCMMF.AX 3.36%
3.16%
QBEIF.AX
QBEIF.AX 3.09%

Sector Weightings

Sector9391.AX
Technology   10.94%
Energy   6.12%
Healthcare   5.63%
Industrials   4.60%
Real Estate   3.69%
Utilities   0.00%

Recent News: 9391.AX

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Research Reports: 9391.AX

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