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MLC MasterKey Business Super - Antares Elite Opportunities Fund

About this Fund

Fund Detail

PDS https://informedinvestor.com.au/view/pds/101080-2024-04-25-02:35.pdf
FUND MANAGER Antares Capital Partners
ASX Code
APIR MLC0906AU
ASSET CLASS AUSTRALIAN EQUITIES
INVESTMENT STYLE The Fund is a concentrated portfolio of Australian listed shares.
INVESTMENT PROFILE The Fund seeks to outperform the Benchmark (after fees) over rolling 5 year periods.
CURRENCY MANAGEMENT Active management
INCEPTION DATE 10-09-2012
BENCHMARK S&P/ASX 200 Total Return Index
FUND SIZE S&P/ASX 200 Total Return Index
DISTRIBUTION FREQUENCY N/A
NO. OF HOLDINGS Maximum 30
FEES 0.70% p.a. of your balance in this investment option
STRUCTURE

Benefits

Benefits

Benefits of investing with MLC MasterKey Business Super

What we offer in your super account 

  • A wide range of investment options: Customise your investment portfolio to how you like it, using our world-class investment managers.
  • MySuper: Easy-to-manage investing, for all stages in life.
  • Insurance: Tax-effective cover to protect you and your family.
  • Advice tools and calculators: Helping you understand your super, when it's convenient for you.
  • Member benefits program: Access to discounts, lifestyle offers, popular events, travel offers, savings on health insurance, and more.
  • Online access and a mobile app: Stay on top of your super—wherever you are.

 

 

 
RISK LEVEL Very High
INVESTOR SUITABILITY

The investment option may be suited to you if:

  • you want to invest in a concentrated portfolio of Australian listed shares managed by a specialist manager
  • you are seeking long-term capital growth, and
  • you can tolerate fluctuations and the risk of capital loss.

Risks

Title
Detail

Key Features

About MLC MasterKey Business Super

You can use the Product Disclosure Statement (PDS) to find what you need to know about your super and how we can help you reach your retirement goals

We've worked with your employer to provide you a super account which gives you a great opportunity to grow and protect your wealth.

With MLC MasterKey Business Super, a part of the MLC Super Fund, you have access to a broad range of investment options, allowing you to customise your investment portfolio. If you haven't chosen an investment option, your super will be invested in MySuper. See Section 5 of the PDS for details of MySuper and go to mlc.com.au/yoursuperfundfor the MySuper Product Dashboard. You can find more information on the MLC Super Fund, the Trustee and executive remuneration, and other Fund documents at mlc.com.au.

Mandate

How we invest your money

The fund is a concentrated portfolio of Australian listed shares containing only Antares' highest conviction investment ideas. The fund isn't constrained by the Benchmark's industry or company weights, giving Antares the flexibility to invest in their best investment 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.

In general, Antares aims to invest in companies where the current share price does not fully reflect its view of the potential value of each company's business. Through company contact and detailed financial and non-financial analysis, Antares' research analysts seek to gain a thorough understanding of Australian companies and the industries in which they operate.

Antares is wholly owned by the NAB Group.

Target asset allocation

  • Australian shares: 95-100%
  • Cash and cash equivalents: 0-5%