The Managed Equity portfolio is presently only available on the HUB24 platform.

Hub24 operates shadow portfolios, and performance is calculated after investment fees but before admin fees and any performance fees (none charged).

ACP001 Aldersley Capital Managed Equity – Quarterly Performance Reviews (Performance figures provided by Hub24, comment by Aldersley Capital)

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 ...

Sep Qtr 2018

A strong quarter of 7.3% after fees compared to 1% for the index. ACP001 Managed Equity 2018 Q3 review

Jun Qtr 2018

A strong finish to the quarter of 19.46% after fees saw the three year rolling average rise to over 16.45% ...

Dec Qtr 2017

A strong finish to the quarter of 19.46% after fees saw the three year rolling average rise to over 16.45% ...

Sep Qtr 2017

The AC Managed Equity Portfolio returned -2.16% compared to the benchmark S&P/ASX 200 (TR) return of 0.68% giving a relative ...

Dec Qtr 2016

A dip in the quarter but solid one year, 3 year and since inception return. ACP001 Managed Equity 2016 Q4 ...

Mar Qtr 2019

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

Sep Qtr 2016

Hit what will be a peak of over 30% return for 12 months. ACP001 Managed Equity 2016 Q3 review

Dec Qtr 2015

+18% for qtr, plus 28% for year compared with 2.6% for benchmark and over 13% per annum since inception (benchmark ...

Jun Qtr 2015

The AC Managed Equity Portfolio returned -­‐2.89% compared to the benchmark (S&P/ASX 200 (TR)) return of -­‐6.55% giving a relative ...

Sep Qtr 2015

The AC Managed Equity Portfolio returned 0.32% compared to the benchmark (S&P/ASX 200 (TR)) return of -­‐6.58% giving a relative ...

March Qtr 2015

The AC Managed Equity Portfolio returned 11.14% compared to the benchmark (S&P/ASX 200 (TR)) return of 10.33% giving a relative ...

Dec Qtr 2014

The AC Managed Equity Portfolio returned 6.74% compared to the benchmark (S&P/ASX 200 (TR)) return of 3.11% giving a relative ...