Inception
Benchmark Index
No of holdings
Typical Cash Weight
Strategy AUM
Investment horizon
Derivatives/Shorting
AFSL:
Rating
How To Invest
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 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.
Since inception in 2005, the portfolio return, before fees, is 11.9% pa* as at November 2024. Over the same period the ASX 300 Accumulation Index has delivered an annualised return of 8.0% pa. Our Quest portfolio has consistently beaten the benchmark over time.
Monthly Reports
The rating issued 10/2023 is published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421 445 (Lonsec). Ratings are general advice only, and have been prepared without taking account of your objectives, financial situation or needs. Consider your personal circumstances, read the product disclosure statement and seek independent financial advice before investing. The rating is not a recommendation to purchase, sell or hold any product. Past performance information is not indicative of future performance. Ratings are subject to change without notice and Lonsec assumes no obligation to update. Lonsec uses objective criteria and receives a fee from the Fund Manager. Visit lonsec.com.au for ratings information and to access the full report. © 2023 Lonsec. All rights reserved.
This portfolio is available for investment via the JBWere, Mason Stevens, HUB24, Macquarie and MyNorth platforms.
Wholesale Investors
New wholesale investors should contact Quest directly.
Existing wholesale investors please contact Quest.
Retail Investors
For retail investors, please contact your Financial Adviser.
How To Invest Enquiries
Should you require any further information regarding how to invest, please contact Mari-Anne Unger.
Disclaimer
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.
Suite 807, 6A Glen Street
Milsons Point NSW 2061 Australia
T: 02 9409 2333
AFS Licence: 279 207
