Your Own Professionally Managed Share Portfolio

The Aldersley Capital Managed Equity portfolio takes the guesswork out of investing, giving you more time to concentrate on your other interests.

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Why Aldersley Capital?

Tailored To Your Needs

You can draw a monthly “income” of your choosing or let the portfolio accumulate. Annual audited summary reports simplify tax reporting.

Exceptional Returns

The proof is in the pudding. Since inception in September 2013, the Managed Equity portfolio has achieved a since inception annual return of over 14%, well ahead of the benchmark. In fact the portfolio is regularly a top decile performer on the Hub24 platform.

Hassle-Free

The benefit of an actively managed portfolio without the daily paperwork needs.

Portfolio Manager

Meet John Aldersley

John Aldersley’s investing career spans 40 years in global and Australian funds management and stockbroking. An early pioneer of Separately Managed Accounts in Australia, John launched and subsequently sold control of his ventures, before moving into consultancy. In 2013 he established Aldersley Capital and has since managed the top-decile performing Managed Equity Portfolio for his clients around Australia.

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About Us

Aldersley Capital is the investment management company responsible for managing investment mandates on behalf of discretionary clients. John Aldersley is the key executive, providing a range of services including investment management, dealing and advice.

Aldersley Capital offers one active managed account mandate, a Managed Equity portfolio (ACP001). It has now completed eight years of managing money for clients on the Hub24 platform. For most of that time, it has been top percentile or top decile performer for Australian equities on Hub24 over periods of greater than one year.

Recent Investment Performance

Mar Qtr 2019

A strong quarter for the portfolio (up over 13%) and for the index (up 10%). The gains over time have ...

Dec Qtr 2018

Both the ASX200 and the portfolio fell by 8%, for us a pleasing result given the higher volatility of the ...

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Contact
Post

7 Boyd Close, St. Huberts Island NSW 2257

Hours

Monday – Friday: 9am — 5pm

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