Avantis Investors brings 3 new offerings to the Australian market: AVTE, AVTG and AVTS
We are marking a significant milestone for investors in Australia who are interested in Avantis Investors® by American Century Investments®. This reaffirms our commitment to delivering innovative investment solutions for across the Asia-Pacific region.
Powered by Financial Science
Our strategies share a common investment approach that combines a philosophy based on financial science with expert implementation aimed at increasing expected returns and managing risks.
Decades of Real-World Experience
The leadership team has decades of experience delivering repeatable and effective investment solutions across geographies and through different market cycles. The team is well-recognised by investors worldwide.
Solutions Designed to Add Value
Our goal is to deliver low-cost, broadly diversified investment strategies for professional investors.
Built on a Solid Foundation with a Unique Purpose
Avantis Investors is backed by American Century Investments®, a $424 billion* asset manager with a reputation for client care, stewardship and stability—bringing great scale to our efforts and allowing long-term focus.
*AUD as of 31/12/2024
Designed with Transparency in Mind
We focus on providing the necessary information to make investment decisions and support meaningful conversations.
Solutions designed to add value while achieving broad diversification, that fit seamlessly into asset allocations
Dedicated client service and communications support for advisors
Experienced team with flat structure and client-first mentality
Corporate structure aligned with a long-term focus and supporting a noble purpose
Learn More About Our Products¹:
Avantis® Emerging Markets Equity Active ETF
The investment objective of the Avantis Emerging Markets Equity Active ETF is to achieve long-term capital appreciation through exposure (via investment into the Avantis Emerging Markets Equity Active ETF) to an actively managed portfolio of equity and equity-related securities issued by large, mid and small capitalisation companies in emerging market countries.
Avantis® Global Equity Active ETF
The investment objective of the Avantis Global Equity Active ETF is to achieve long-term capital appreciation through exposure (via investment into the Avantis Global Equity UCITS ETF) to an actively managed portfolio of equity and equity-related securities issued by large, mid and small capitalisation companies in developed countries.
Avantis® Global Small Cap Value Active ETF
The investment objective of the Avantis Global Small Cap Value Active ETF is to achieve long-term capital appreciation through exposure (via investment into the Avantis Global Small Cap Value UCITS ETF) to an actively managed portfolio of equity and equity-related securities issued by small capitalisation companies in developed countries.
There is no guarantee that each of the ETFs will achieve their investment objectives. Past performance is not an indicator of future performance.
Equity Trustees Limited ABN 46 004 031 298, AFSL 240975 (Responsible Entity), is the responsible entity of the Avantis Emerging Markets Equity Active ETF (ARSN 685 854 719) (AVTE), Avantis Global Equity Active ETF (ARSN 685 854 862) (AVTG) and Avantis Global Small Cap Value Active ETF (ARSN 685 855 252) (AVTS). The Responsible Entity is a subsidiary of EQT Holdings Limited ABN 22 607 797 615, a publicly listed company on the Australian Securities Exchange (ASX: EQT). The investment manager for each of AVTS, AVTE and AVTG is American Century Investment Management, Inc. (Manager), who is exempt from holding an AFSL under the Corporations Act 2011 (Cth) (Australian Corporations Act) in respect of the financial services it provides to "wholesale clients" for the purposes of the Australian Corporations Act and does not hold such a license. The Manager is regulated by the Securities and Exchange Commission (SEC) (CRD#105778/SEC#:801-8174) under the United States laws which differ from Australian laws. The Manager relies on ASIC relief provided for under Class Order [CO 03/1100] for U.S. SEC-regulated financial services providers in relation to the provision of financial services to Australian clients.
All website content in respect of AVTE, AVTG, and AVTS is issued by the Responsible Entity, as the responsible entity of AVTS, AVTE and AVTG (together the Funds).
The information in respect of the Funds issued by the Responsible Entity is general information only. The Responsible Entity has not taken your objectives, financial situation or needs into account when preparing any of the information on this website so it may not be applicable to your circumstances. You should consider your circumstances and the Product Disclosure Statement ("PDS") for each Fund before making any investment decision. You can access the PDSs on this website or by calling the Responsible Entity on +613 8623 5000. Before you make any financial decision regarding a Fund, you should seek professional advice from a suitably qualified adviser.
A copy of the Target Market Determinations (TMD) for the Funds which are prepared and issued by the Responsible Entity can be obtained from this website or by calling the Responsible Entity on +613 8623 5000. It includes a description of who the financial product is appropriate for. You should refer to the TMD of a Fund before making any investment decisions.
An investment in a Fund is subject to investment and other known and unknown risks, some of which are beyond the control of the Responsible Entity and the Manager, including possible delays in repayment and loss of income and principal invested You should have regard to the risks outlined in the risks section of a Fund's PDS. Neither the Responsible Entity, the Manager nor any of their related entities, directors or officers give any guarantee as to the success of any Fund, amount or timing of distributions, capital growth or taxation consequences of investing in any of the Funds.
