Quest X20 Australian Equities

ETL7425AU

Quest X20 Australian Equities ETL7425AU Strategy

This is an actively managed portfolio of Australian shares aiming to deliver capital growth and some income over the medium to longer term. The Fund comprises between 20 and 40 securities with an objective to outperform the S&P/ASX 300 index excluding the 20 largest companies. The Fund will target companies that are likely to deliver good returns on capital and will have significant exposure to mid and small-capitalised stocks.
The investment objective & strategy is a summary of the investment's principal strategy as written in the prospectus. This information is pulled from the most recent product disclosure document.

Funds News & Analysis

funds

Chart of the week: What's in a name? Balanced funds appear anything but balanced

This week’s chart of the week comes from Morningstar’s latest Superannuation Landscape Report and urges investors to look beneath the hood of their chosen investment option.
funds

Morningstar Medalist Ratings: Improving Ratings Efficacy

We will make two methodology enhancements for the Morningstar Medalist Rating™, our single, encompassing forward-looking rating for managed investments.
funds

Listed Investment Companies monthly performance: August 2024

The Morningstar LIC monthly report provides a snapshot of ASX-listed LICs, and whether they are trading at a premium or a discount to their net tangible assets (NTA).

Morningstar Investment Ideas

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