Chester Opportunities Fund
Investing to protect and grow generational wealth
The Chester Opportunities Fund is designed for investors seeking medium- to long-term capital growth by investing in companies with sustainable earnings and the potential to generate free cash flow or dividend growth. The fund’s investible universe is the S&P/ASX Small Ordinaries Accumulation Index, with valuation support providing a margin of safety. This Fund is available to wholesale investors via the PDS. A minimum investment of $500,000 applies.
Our experienced, dedicated investment team has worked together since 2013. We take a high-conviction approach, choosing investments where we have confidence in the high quality, predictable cash generation of the company, or we have strong confidence in the valuation margin of safety. Finding unloved, underappreciated or undiscovered investments has been the most consistent source of capital growth for our strategy over 13 years.
At 31 August 2026
1 Mth
3 Mths
6 Mths
1 Yr
3 Yrs
5 Yrs
10 Yrs
Since Inception
Chester Opportunities Fund
8.6
5.2
2.1
19.1
18.7
14.6
-
16.5
S&P/ASX Small Ordinaries Accumulation Index
5.2
-0.2
-6.3
-1.2
9.8
2.2
-
6.0
Outperformance (after fees)
3.4
5.4
8.4
20.3
8.9
12.4
-
10.4
Past performance is not a reliable indicator of future performance. Returns greater than 1 year are per annum. The total return performance figures quoted are historical, calculated using end-of month mid prices and do not allow for the effects of income tax or inflation. Total returns assume the reinvestment of all distributions. The performance is quoted net of all fees and expenses. The indices do not incur these costs. Inception of the Chester Opportunities Fund for performance calculation purposes is 26 August 2019.
How to invest
As Responsible Entity, Copia Investment Partners handles all administration and client servicing for your investment. Before investing, please review the relevant Product Disclosure Statement and Target Market Determination to ensure the fund aligns with your financial needs and circumstances. For PDF Application Forms, go to the Documents and Forms section of this page.
Assistance
If you have any questions about the investment process, or require assistance completing your application, please contact our friendly Client Services Team.
P 1800 442 129 (free call within Australia)
P +61 3 9602 3199
Copia Client Services
9am to 5pm
Victorian business days
DISCLAIMER This website provides information to help investors and their advisers assess the merits of investing in financial products. We strongly advise investors and their advisers to read the relevant information memorandum, product disclosure statement, additional information brochure and target market determination carefully. The information on this website does not constitute personal advice and does not take into account your investment objectives, financial situation or needs. It is therefore 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. You should also consider seeking independent financial advice, particularly on taxation, retirement planning and investment risk tolerance before making an investment decision.
Neither Copia Investment Partners Limited, nor any of our associates, guarantee or underwrite the success of any investments, the achievement of investment objectives, the repayment of capital or payment of particular rates of return on investments. Copia Investment Partners Limited publishes information on the website that to the best of its knowledge is current at the time and is not liable for any direct or indirect losses attributable to omissions from the website, information being out of date, inaccurate, incomplete or deficient in any other way. Investors and their advisers should make their own enquiries before making investment decisions.
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