Chester Asset Management

High Conviction Australian Equities

About Chester

About Chester

A concentrated Australian equity portfolio of 25 – 40 best stock ideas

An investment strategy designed for investors who aim to grow their wealth

A defensive allocation as part of the strategy helps preserve capital

Investment Team

Rob Tucker

Portfolio Manager

B.Com, Grad.Dip Applied Finance, CFA

Anthony Kavanagh

Portfolio Manager

BCom, GDipAppFin&Inv, CA, CFA

Luke Howard

Portfolio Manager

BCom (Finance), BA (History), CFA

Fund Summary

Fund Facts

Chester High Conviction Fund

The Fund is designed for investors who aim to grow their wealth while preserving their capital. The investible universe is the S&P/ASX 300 Accumulation Index. The experienced, dedicated investment team has worked together since 2013. The team takes a high-conviction approach, choosing investments where they have confidence in the high quality, predictable cash generation of the company, or strong confidence in the valuation margin of safety.

Ratings*

Zenith - Recommended
Lonsec - Recommended

Fund Resources

Product Disclosure Statement (PDS)

Fact Sheet

Responsible Entity

Inception Date

Objective

APIR

Number of Stocks

Investment Time Frame

Minimum Initial Investment

Minimum Additional Investment

Distributions

Benchmark

Management Fee

Performance Fee

Copia Investment Partners

April 2017

Outperform benchmark by 5% (after fees)

OPS7755AU

25-40

At least 3 years

$20,000

$5,000

Six-monthly

S&P/ASX 300 Accumulation Index

0.95% p.a. (including GST net of RITC)

15% (including GST and net of reduced input tax credits) of any excess performance (after deducting the management fee) above the benchmark to 30 June.

Awards

Invest with Chester

Before you invest in a Copia fund you must read the relevant Product Disclosure Statement, complete the Application Forms fully and correctly, and lodge according to the instructions provided. It is important that if you are considering investing in any financial products and services referred to on this website, you determine whether the relevant investment is suitable for your needs, objectives and financial circumstances. We strongly recommend that you seek independent financial advice before making an investment decision.