Quest Australian Equities Concentrated Portfolio
A ‘best ideas’ portfolio.
The Quest Australian Equities Concentrated Portfolio is portfolio of Australian Equities managed according to the Quest investment process. We limit the stock numbers in order to maximise both the quality of holdings and the weights held in each stock. In this way we seek to maximise potential returns.
We have an average holding of 30 stocks for all portfolios. A Quest portfolio will be more volatile than the average Australian equity fund with the potential to deliver larger absolute gains or losses.
Since inception in 2005, the portfolio return, before fees, is 11.4% pa* as at 31st December 2016. Over the same period the ASX 300 Accumulation Index has delivered an annualised return of 7.3% pa.
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.
(9 Feb 2005)
|To 31 December 16||1 year||3 years||5 years||7 years||Annualised||Cumulative|
|Quest Portfolio Returns
|8.5%||8.9% pa||14.2% pa||8.6% pa||11.4% pa||262.3%|
|ASX 300 Accumulation||11.8%||6.6% pa||11.6% pa||6.7% pa||7.3% pa||127.1%|
|Outperformance||-3.3%||+2.3% pa||+2.6% pa||+1.9% pa||+4.1% pa||+135.2%|
*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.