Quest Australian Equities Concentrated Portfolio SMA

Concentrated

Portfolio Features

Inception

9 February 2005

Benchmark Index

S&P/ASX300

No of holdings

maximum 35

Typical Cash Weight

4%

Strategy AUM

$125m

Investment horizon

3 - 5 years

Derivatives/Shorting

Nil

AFSL:

279207

Rating

Reviewed and Rated by Lonsec

How To Invest

JB Were, Mason Stevens Platform, Hub 24, Powerwrap, Macquarie and MyNorth

Investment Strategy

The Quest Australian Equities Concentrated Portfolio is managed according to our proven investment process. Our objective is to deliver returns ahead of the S&P/ASX 300. This goal has been achieved.

Stock numbers are limited to 35 with an average of 30 stocks held. We believe a concentrated portfolio of stocks researched by our investment process will optimise investor outcomes. A Quest portfolio will be more volatile than the average Australian equity fund with the potential to deliver larger absolute gains or losses. There is no limit on the ability to hold cash.

Since inception in 2005, the portfolio return, before fees, is 11.7% pa* as at 30th June 2022. Over the same period the ASX 300 Accumulation Index has delivered an annualised return of 7.1% pa. Our Quest portfolio has consistently beaten the benchmark over time.

Quest Portfolio Returns

* Inception: 9 February 2005
Pre fees performance stated due to fee variations across multiple platforms

How to Invest

This portfolio is available for investment via the Mason Stevens platform.

Wholesale Investors

New wholesale investors should contact Quest directly.

Existing wholesale investors please contact Quest.

Retail Investors

For retail investors, please contact your Financial Adviser.

Enquiries

How To Invest Enquiries

Should you require any further information regarding how to invest, please contact Mari-Anne Unger.

Mari-Anne Unger

Operations and Compliance Officer

02 9409 2304
munger@questap.com.au

Disclaimer

DISCLAIMER: This information is intended as indicative and general information rather than advice. Quest Asset Partners holds an AFS Wholesale Licence. Quest’s products are not directly available to, and may not be appropriate for, retail investors. Retail clients may invest via a retail platform and should seek advice from their financial adviser before doing so. The information has been prepared without taking account of any individual’s objectives, financial situation or needs. The portfolio returns quoted above represent the return achieved if invested in the Quest portfolio on the JBWere platform since inception (February 2005). Individual returns will differ for investors that invest on different platforms, made an initial investment after this inception date or where additional investments, redemptions or any SPP investments have been made. Past performance provides no guide to future performance. Neither Quest Asset Partners Pty Limited nor any member of Quest guarantees the performance of Quest funds, the repayment of capital or any particular return. Please contact Quest for further information.