Quest Long Short Australian Equities Fund

Investment Strategy

The Fund invests in a portfolio of ASX listed or to be listed securities (long and short) that are generally chosen from the S&P/ASX 200 Index.

The Fund may also invest in exchange traded derivatives to manage risk and cash or cash equivalents.

Short Selling (up to 30% of Fund NAV) may be used to expand the range of available investment opportunities with the aim of enhancing returns when selected share prices are expected to fall or underperform.

Proceeds from shorting may 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 or contact Richard Dixon on 02 9409 2307.

Portfolio Returns
Since inception
(30 April 2020)
To 31 January 2021 1 mth 3 mths 6 mths FYTD Annual Cumulative
Quest Long Short Australian Equities Fund
(post fees)
-1.2% 11.8% 17.1% 21.3% N/A 33.3%
S&P/ASX 200 Accumulation Index 0.3% 11.9% 13.0% 13.6% N/A 21.6%
Outperformance -1.5% -0.1% +4.1% +7.7%  N/A +11.7%
How to Invest

This portfolio is available for investment via the Equity Trustees platform.  Please click on the following link to access the  Quest Long Short Australian Equities Fund PDS.


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 (April 2020). 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.