Pacific Private Asset Management is pleased to share the latest quarterly update from our trusted partner, Chester Asset Management.
🔹 Strong FY25 Performance
For the financial year ended 30 June 2025, the Chester High Conviction Fund delivered a return of +17.9% (after fees), outperforming the ASX300 Accumulation Index return of +13.7%.
Over a 5-year period, the fund has generated +15.9% p.a. after fees, compared to the benchmark’s +11.8% p.a., showcasing Chester’s consistent long-term value-add.
🔍 Inside the Report
The latest Quarterly Thoughts explores:
- Five key stock positions expected to outperform over the next 12 months — each of which Chester believes are either undervalued, underappreciated or overlooked by the market.
- Macro insights into the US “One Big Beautiful Bill (OBBB)”, and why Chester believes this fiscal initiative could shape capital markets and influence portfolio construction for years to come.
- An outlook on how the fund is positioned to navigate volatility while capturing structural opportunities in both domestic and global equities.
“We remain optimistic that the High Conviction Fund is well placed to generate strong returns over the medium term.” – The Chester Team
📄 Download the full Q2 FY25 report here »
For more information on how the Chester High Conviction Fund may complement your portfolio, please contact your Pacific Private Asset Management representative.