Quest Australian Equities Highly Concentrated Portfolio

Investment Strategy

The Quest Highly Concentrated Portfolio is a Separately Managed Account (SMA), actively managed by Quest Asset Partners. The Portfolio comprises a maximum of only 10 securities and should be considered uncorrelated with any market index.

The Portfolio is expected to hold mainly mid and small-capitalised stocks benefiting from Quest’s proven investment process.

This portfolio is suitable for investors with existing share investments or portfolios that are looking for a high impact portfolio of stocks selected by the long standing Quest investment process. This portfolio will be more volatile than a conventional index based portfolio and should be considered by investors that can tolerate a higher level of risk in pursuit of above market gains.

Portfolio Returns
Since inception
(Feb 2018)
To 31 July 2021 1 month 6 months 1 year 2 years (p.a) Annualised (p.a) Cumulative
Quest Portfolio Returns
(post fees)
6.8% 0.7% 27.5% 13.6% 8.1% 8.6%
ASX 300 Accumulation 1.1% 13.9% 29.1% 8.0% 9.7% 10.3%
Outperformance +5.7% -13.2%  -1.7%  +5.6%  -1.6%  -1.7%
How to Invest

This portfolio is available for investment via the Mason Stevens platform.  For wholesale investors, please click on the following link to access the Global Investment Service – Account application form.  For retail investors, please contact your Financial Adviser.

Should you require any further information regarding how to invest, please contact Mari-Anne Unger on or 02 9409 2304.

If you would like further information on the fund, please contact Quest on or Chris Cahill on 02 9409 2301.

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 Mason Stevens platform since inception (June 2016). 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.