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SOA Wording for the Chester High Conviction Fund

Updated: Jun 27, 2023

The Chester High Conviction Fund is an Australian equity fund that seeks to outperform the S&P/ASX 300 Accumulation Index by 5% (before fees) over a rolling 3-year time frame. The fund has a concentrated portfolio of 25-40 stocks.


The fund has a high-conviction approach, and invests in companies where the investment team has confidence in the high quality, predictable cash generation of the company, or where there is a strong margin of safety in the valuation.

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