Quest Concentrated Australian Equities Fund

Concentrated Unit Trust

Portfolio Features

Inception

8 July 2024

Benchmark Index

S&P/ASX300 Accumulation Index

No of holdings

20 - 35

Typical cash weight

4%

Investment horizon

5 years

APIR CODE

ETL7652AU

RATING

Lonsec - Highly Recommended

How to invest

Equity Trustees, Mason Stevens

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.

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.

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Quest Portfolio Returns

* Inception: 19 October 2021

Reports

Monthly Reports

No items found.

How to Invest

This portfolio is available for investment via Mason Stevens and Equity Trustees platforms.

Please click on the link below to access the Quest Concentrated Australian Equities Unit TrustPDS and reference guide.

Quest Concentrated Australian Equities Unit Trust PDS and Reference Guide

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

Existing investors

To change your details, please complete the relevant form below.

Apex Change of Details Form

Apex Additional Investment Form

Apex Withdrawal Request Form

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 Equity Trustee platform since inception (July 2024). 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.