Antares Dividend Builder Portfolio

This portfolio may suit you if you seek a tax effective income stream by investing in companies providing dividend growth.

Portfolio allocation

 Antares Dividend Builder Portfolio allocation

Key features

  • $25,000 Min initial amount

Objectives icon

The portfolio's objectives

To deliver higher levels of dividend income, on a tax effective basis, relative to the benchmark, and to achieve moderate capital growth in a tax efficient manner.

Investments icon

The portfolio's investments

Predominantly securities within the S&P/ASX 200 Industrials Index.

Manager icon

About the portfolio manager

Antares Capital Partners Limited (‘Antares’) specialises in the active management of Australian shares and listed property. Antares is dedicated to providing investment solutions to both institutional and retail clients. Established in 1994, Antares aims to have a dynamic culture and quality investment team that can deliver a range of investment solutions.

Antares is wholly owned by NAB Asset Management Limited, the direct investment arm of NAB Wealth Management.

Fees

$60 + 0.5% + 0.46% + 0.11% to 0.18%*
BT Invest administration cost (p.a.) Management costs (p.a.) Transaction costs

* Generally between 0.11% and 0.18% of the transaction amount but may be as high as 0.20%.
For further information see the Fees & Costs section of the BT Investor Guide.

 

For example, if you made a managed portfolio investment of $25,000 during the year, you'd pay:

$185 p.a. + $115 p.a. + $27.50*
BT Invest administration cost (p.a.) Management costs Transaction costs

* The example assumes a transaction cost rate of 0.11%.

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Westpac customers

Simply log into Westpac Online Banking to open an account in minutes. No fees or costs are incurred in opening an account, allowing you to explore the available investment options. Fees only apply once you make your first deposit into your BT Invest Cash Management Account.

New customers

If you don't have a Westpac bank account, you can open an everyday banking account in 3 minutes. You can then complete your pre-filled BT Invest application via Westpac Online Banking.

Things you should know

*Retail Funds Under Administration as at June 2015 for the BT Financial Group (BT), (Source: Plan for Life). 

BT Portfolio Services Ltd ABN 73 095 055 208 AFSL 233715 (BTPS) operates BT Invest. Throughout this website, BTPS is referred to as 'the Administrator', 'us' or 'we'. BT Funds Management Limited ABN 63 002 916 458 AFSL 233724 (BTFM) is the responsible entity and issuer of interests in BT Cash and Westpac Financial Services Ltd ABN 20 000 241 127 AFSL 233716 is the responsible entity and issuer of interests in BT Managed Portfolios (the Panorama products). Westpac Banking Corporation ABN 33 007 457 141 AFSL and Australian credit licence 233714 (Westpac) is the issuer of the BT Invest Cash Management Account (BT CMA). Together, these products are referred to as the BT Invest products. A Product Disclosure Statement or other disclosure document (PDS) for the BT Invest products can be obtained by contacting BT on 1300 881 716 or by clicking here. You should obtain and consider the disclosure documents before deciding whether to acquire, continue to hold or dispose of interests in the BT Invest products. Unless otherwise stated, capitalised terms used in this website have the meaning given in the BT Invest Investor Guide. Any tax position described in this website is a general statement and for guidance only; it does not constitute tax advice and is based on current tax laws and our interpretation. You should seek independent professional tax advice.

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