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
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“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

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“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

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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.   

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