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 SuperWhat we offer in your super account
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RISK LEVEL | Very High |
INVESTOR SUITABILITY | The investment option may be suited to you if:
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Risks
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Key Features
About MLC MasterKey Business SuperYou 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 moneyThe 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
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