Quest Long Short Australian Equities Fund

Long Short

Portfolio Features

Fund Inception

30 April 2020

Benchmark

S&P/ASX200 Accumulation Index

Investment Strategy

Fundamental with a key focus on business quality and free cash flow

Time Horizon

5 years+

Portfolio Manager

Richard Dixon

Stock Numbers

54 (39 longs, 15 shorts)

Fund Exposure

117% long, 18% short, 99% net

Fund Size

$123m

Unit Price

$1.7510 (NAV @ 31/03/24)

APIR Code

ETL4748AU

Ratings

Lonsec – Recommended
Zenith – Recommended

Platforms

Macquarie, Netwealth, HUB24, BT Panorama, Asgard,
MLC Wrap, Navigator, Mason Stevens, Powerwrap, Praemium, Ausmaq, Expand, MyNorth

Investment Strategy

The Quest Long Short Australian Equities Fund aims to outperform the S&P/ASX 200 Accumulation Index after fees over the medium to long term with an actively managed portfolio of long and short positions.

Short selling (up to 30% of Fund NAV) aims to enhance returns when selected stocks are expected to fall or underperform. Proceeds may then be reinvested in preferred long positions to further enhance returns.

Net equity market exposure will be maintained between 70% and 100% of the Fund NAV.

For further information, please email quest@questap.com.au or contact Simon Wu on 0432 331 324.

Quest Portfolio Returns

* Inception: 30 April 2020

How to Invest

This portfolio is available for investment via the Equity Trustees platform.

lease click on the below link to access the  Quest Long Short Australian Equities Fund PDS.

Quest Long Short Australian Equities Fund PDS

Existing investors

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

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 directly in the Quest Long Short Fund since inception (April 2020). 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.