Why it pays to read the Account Notes
“As the man once said the harder you work, the luckier you get” - Ted Lasso Warren Buffet was once asked how he became so successful in...
Investing to protect and grow generational wealth
Growth
Seeks a return of 5% pa above its benchmark
Conviction
A concentrated portfolio of 25 – 40 best stock ideas
Defence
Defensive allocation helps preserve capital
Outperformance
Greater than 7% p.a. alpha since inception
Research house ratings
“The Manager (Chester) has demonstrated willingness to make full use of its risk management tools and has successfully protected the Fund on the downside.”
Lonsec Product Review October 2021
See disclaimer in footer
“Zenith's conviction in the Fund is underpinned by Chester's differentiated investment process, which has been successfully implemented over the longer term”.
Zenith Product Assessment Report June 2021
See disclaimer in footer
We're invested with you
The Chester team invest their personal wealth in the same fund as clients. With skin in the game they are driven to perform and aligned with investors’ interests.
