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.
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 12 years.
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Since Inception
Chester High Conviction Fund
S&P/ASX 300 Accumulation Index
Outperformance (after fees)
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 High Conviction Fund for performance calculation purposes is 8 October 2013 (based on the underlying High Conviction strategy returns). The inception of the Unit Trust is 27 April 2017.
