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Antares PS-Antares Dividend Builder

Ranked 252 out of 255 in - Australia over 12 months
All calculations are in AUD unless stated

Managed by

Glenn Hart

Objective

The Fund’s primary objective is to regularly deliver higher levels of dividend income on a tax effective basis than the S&P/ASX 200 Industrials Accumulation Index. The Fund’s other objective is to achieve moderate capital growth in a tax effective manner.The Fund’s strategy is to invest in a diversified portfolio of high yielding Australian shares that aim to grow their dividends overtime, with an emphasis on securing franked income and minimizing share turnover to keep net realized capital gains low.

Performance

Australia over : 30/06/2017 - 30/06/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -7.3% 4.3%
2017 6.1% 5.0% -3.5% 0.1% 4.6%
2016 8.6% -2.1% 0.5% 5.2% 5.0%
2015 6.5% 13.2% -7.0% -6.2% 7.8%
2014 11.8% 2.0% 2.8% 0.5% 6.0%
2013 24.1% 13.4% -2.0% 8.5% 3.0%
2012 27.5% 7.1% 1.1% 9.6% 7.5%
2011 0.3% 4.1% -1.4% -8.0% 6.1%
2010 -0.9% 1.2% -8.3% 7.2% -0.3%
2009 38.1% -1.3% 12.9% 22.7% 1.0%
2008 -36.9% -13.8% -9.7% -0.1% -19.0%
2007 5.0% 5.6% 3.2% -1.1% -2.6%
2006 24.7% 5.0% -0.7% 6.6% 12.3%
2005 1.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Australia

Fund Info

  • Launch date06/09/2005
  • Share Class size245Mn
  • Base currencyAUD
  • ISIN AU60PPL00026

Purchase Info

  • Min. initial investment20,000
  • Min. regular additional investment0

Charges

  • Annual management0.60%
  • Initial investment0.6

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).