Quest Australian Equities Concentrated Portfolio

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 outcomesA 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 11.9% pa* as at 30th September 2018. Over the same period the ASX 300 Accumulation Index has delivered an annualised return of 7.6% pa. Our Quest portfolio has consistently beaten the benchmark over time.

QUEST PORTFOLIO RETURNS

The chart shows the return from the Quest high net worth portfolio (blue line) and the ASX300 Accum. (dashed line). Both series have been indexed to the same starting value ($100) to aid comparison.

*Based on High Net Worth investors that have invested directly with Quest through the JBWere Multi-Asset Platform.

Since inception
(9 Feb 2005)
To 30 Sept 2018 1 year 3 years 5 years 7 years Annualised Cumulative
Quest Portfolio Returns
(pre fees*)
17.6% 15.2% pa 12.1% pa 14.4% pa 11.9% pa 362.8%
ASX 300 Accumulation 14.0% 12.2% pa 8.2% pa 11.2% pa 7.6% pa 169.1%
Outperformance +3.6% +3.0% pa +3.9% pa +3.2% pa +4.3% pa +193.7%

*The Quest Australian Equities Concentrated Portfolio is available on a number of different platforms. The performance above is shown pre fees due to the different fee schedules of the platforms.

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.