Update December 2025
7 December 2025
Its approaching two years since we switched from Hub24 to the OpenInvest/OpenWealth platform trading as Aldersley Capital Direct. One major ...
Read MoreUpdate Oct 2024
5 October 2024
OpenInvest have upgraded their performance reporting so clients can now track performance on a dynamic rolling basis for the past ...
Read MorePortfolio Update June 2024
6 June 2024
The transition to OpenWealth from Hub24 was completed in March 2024. Hub kindly agreed to provide the shadow portfolio performance ...
Read MorePortfolio Update March 2024
5 March 2024
Our time on Hub24 has ended with a #1 ranking over 5 and 10 years of the 264 managed portfolios ...
Read MorePortfolio update January 2024
7 January 2024
In December the portfolio gained 7.53% for the month, 16.1% for the quarter and 16.98% for the calendar year of ...
Read MoreSept Qtr 2023
22 October 2023
The quarter end flat, although all the damage was in late September, when there was nowhere to hide. ACP001 Managed ...
Read MoreJun Qtr 2023
24 September 2023
Limped home off 2.76% this quarter with the ASX200(TR) managing a small rise of 1.01%. Outperformed for the year as ...
Read MoreMar Qtr 2023
24 September 2023
up 4.77% compared with the +3.46% of the ASX200(TR) as the high weighting in gold miners helped. ACP001 Managed Equity ...
Read MoreDec Qtr 2022
24 September 2023
Up 14.81% for the qtr compared with +9.4% for the ASX200 (TR) as our gold stocks rebounded. ACP001 Managed Equity ...
Read MoreJun Qtr 2022
24 September 2023
off 9.10% for the qtr but the benchmark was down 11.90% ACP001 Managed Equity 2022 Q2
Read MoreMar Qtr 2022
24 September 2023
Ukraine war dominated but markets ignored it. Down 0.11% over the qtr x compared with +2.24% for benchmark ACP001 Managed ...
Read MoreDec Qtr 2021
24 September 2023
returned 1.09% (benchmark ASX 200 +2.09% in amarket that just wouldn t correct. ACP001 Managed Equity 2021 Q4
Read MoreSep Qtr 2021
24 September 2023
finished with -2.69% for the qtr compared with 1.71% for the ASX 200 (TR) return ACP001 Managed Equity 2021 Q3
Read MoreJun Qtr 2021
24 September 2023
Up 3.51% compared with +8.29% for the benchmark as gold stocks tumbled for no particular reason ACP001 Managed Equity 2020 ...
Read MoreMar Qtr 2021
24 September 2023
Back to earth a bit with -8.44% over the Qtr compared to +4.26% for the benchmark ACP001 Managed Equity 2021 ...
Read MoreDec qtr 2020
24 September 2023
Another massive qtr, up 28.85% compared with 13.7% for the ASX200, despite several defensive positions. ACP001 Managed Equity 2020 Q4
Read MoreSep Qtr 2020
24 September 2023
up 1.22% over the qtr compared with -0.44% for the index. ACP001 Managed Equity 2020 Q3
Read MoreJun Qtr 2020
24 September 2023
Big quarter with 28.69% gain compared to 16.48% for the ASX200, despite holding 30% cash for much of the quarter. ...
Read MoreMar Qtr 2020
24 September 2023
Going 40% liquid in late February and then going back at the lows in March proved decisive, limiting the loss ...
Read MoreDec Qtr 2019
24 September 2023
A quiet quarter , returning -1.36% compared with +0.68% for the ASX200. ACP001 Managed Equity 2019 Q4
Read MoreSEP QTR 2019
24 September 2023
The portfolio returned -3.33% over the qtr compared to -2.37% for the benchmark. ACP001 Managed Equity 2019 Q3
Read MoreMar Qtr 2019
9 April 2022
A strong quarter for the portfolio (up over 13%) and for the index (up 10%). The gains over time have ...
Read MoreDec Qtr 2018
9 April 2022
ACP001 Managed Equity 2018 Q4 review
Read MoreSep Qtr 2018
9 April 2022
A strong quarter of 7.3% after fees compared to 1% for the index. ACP001 Managed Equity 2018 Q3 review
Read MoreJun Qtr 2018
9 April 2022
A strong finish to the quarter of 19.46% after fees saw the three year rolling average rise to over 16.45% ...
Read MoreDec Qtr 2017
9 April 2022
A strong finish to the quarter of 19.46% after fees saw the three year rolling average rise to over 16.45% ...
Read MoreSep Qtr 2017
9 April 2022
The AC Managed Equity Portfolio returned -2.16% compared to the benchmark S P/ASX 200 (TR) return of 0.68% giving a ...
Read MoreDec Qtr 2016
9 April 2022
A dip in the quarter but solid one year, 3 year and since inception return. ACP001 Managed Equity 2016 Q4 ...
Read MoreMar Qtr 2019
9 April 2022
A strong quarter for the portfolio (up over 13%) and for the index (up 10%). The gains over time have ...
Read MoreSep Qtr 2016
9 April 2017
Hit what will be a peak of over 30% return for 12 months. ACP001 Managed Equity 2016 Q3 review
Read MoreJune Qtr 2016
9 April 2017
+20% for FY 2015/16 versus 0.56% for benchmark ACP001 Managed Equity 2016 Q2 review
Read MoreMar Qtr 2016
9 April 2017
-6% for the quarter v -4% for benchmark. ACP001 Managed Equity 2016 Q1 review
Read MoreDec Qtr 2015
9 April 2016
+18% for qtr, plus 28% for year compared with 2.6% for benchmark and over 13% per annum since inception (benchmark ...
Read MoreJun Qtr 2015
9 April 2016
The AC Managed Equity Portfolio returned -‐2.89% compared to the benchmark (S P/ASX 200 (TR)) return of -‐6.55% giving a ...
Read MoreSep Qtr 2015
5 February 2016
The AC Managed Equity Portfolio returned 0.32% compared to the benchmark (S P/ASX 200 (TR)) return of -‐6.58% giving a ...
Read MoreMarch Qtr 2015
3 April 2015
The AC Managed Equity Portfolio returned 11.14% compared to the benchmark (S P/ASX 200 (TR)) return of 10.33% giving a ...
Read MoreDec Qtr 2014
9 January 2015
The AC Managed Equity Portfolio returned 6.74% compared to the benchmark (S P/ASX 200 (TR)) return of 3.11% giving a ...
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