Inception
Benchmark Index
No of holdings
Typical cash weight
Investment horizon
Portfolio Manager
AFSL
Rating
How to invest
The Quest Ex-20 Portfolio is a Separately Managed Account (SMA), actively managed by Quest Asset Partners. The Portfolio comprises between 20 and 40 securities and aims to outperform the S&P/ASX 300 index excluding the 20 largest companies. The Portfolio will have significant exposure to mid and small-capitalised stocks benefiting from our proven investment process and experience with smaller companies.
The assessment of business quality is fundamental to the Quest investment process. We aim to identify companies that can deliver good returns on invested capital and sustain those returns through time. Quest has a long track record of investment performance leveraging this process.
The portfolio will typically have a bias to companies with growth characteristics (revenue, earnings and return on equity) and can be expected to have significant exposure to companies not in the benchmark. Both these exposures will vary through time as opportunities arise.
Portfolio risk is actively managed with a focus on capital preservation.
Monthly Reports
The rating issued 10/2023 is published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421 445 (Lonsec). Ratings are general advice only, and have been prepared without taking account of your objectives, financial situation or needs. Consider your personal circumstances, read the product disclosure statement and seek independent financial advice before investing. The rating is not a recommendation to purchase, sell or hold any product. Past performance information is not indicative of future performance. Ratings are subject to change without notice and Lonsec assumes no obligation to update. Lonsec uses objective criteria and receives a fee from the Fund Manager. Visit lonsec.com.au for ratings information and to access the full report. © 2023 Lonsec. All rights reserved.
This portfolio is available for investment via the Mason Stevens, MyNorth and Xplore Wealth platforms.
Wholesale Investors
New wholesale investors should contact Quest directly.
For existing wholesale investors please contact Quest.
Retail Investors
For retail investors, please contact your Financial Adviser.
How To Invest Enquiries
Should you require any further information regarding how to invest, please contact Mari-Anne Unger.
FUND Enquiries
For further information on the fund, please contact Quest on quest@questap.com.au or Troy Cairns.
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 Mason Stevens platform since inception (June 2016). Individual returns will differ for investors that 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.
Suite 807, 6A Glen Street
Milsons Point NSW 2061 Australia
T: 02 9409 2333
AFS Licence: 279 207
