About Us
Aldersley Capital is an investment management company incorporated in 1985 as a family investment company. In 2013 it became an AFSL holder licensed to manage investments for a closed group of self-directed clients on a large platform. It consistently outperformed the ASX200 Accumulation index benchmark for Australian equities over the next eleven years, averaging over 15% per annum, more than 8% in excess of benchmark.
Since March 2024, with the launch of Aldersley Capital Direct, this expertise is available to a wider Australian public.
Why Aldersley Capital Direct?
Hassle-Free
You can gain the benefits of an actively managed professional portfolio while retaining the main benefits of personal ownership and avoiding the daily paperwork hassles.
Beneficial ownership
The shares are safely held by a Custodian but you retain the beneficial ownership for tax purposes, a more tax effective and transparent system than unitised funds
Access to wholesale placements
The single H.I.N. registration of securities allows the Investment Manager to participate in wholesale placements otherwise only available to sophisticated investors. These are disaggregated in the system on a pro-rata basis.
Transparency
No hidden fees or costs and full disclosure of the securities you own. You can view 24/7 via the online Portal or the mobile App.
A team you can Trust
In a world where scams are becoming more sophisticated, it’s good to have your hard earned wealth in the safe hands of an experienced team you can completely trust.
Exceptional Returns
John Aldersley has consistently produced world class investment returns since the nineteen seventies, including the verifiable past eleven years, “under the radar” of investment research houses.
How does it Work?
You decide if this is what you are looking for
The website contains copious information to help you form an opinion on our abilities, trustworthiness and the quality of the product offered
Select your investment portfolio.
You can do this after registering on the Portal above, or prior. Portfolio strategies are set out in detail on this website and summarised in the Investor Portal. You can view the key documents (PDS, TMD, Investment Menu) released by OpenWealth, without first registering by following this link. Key Documents.
Our Portfolios
The portfolio is seeking to provide investors with high levels of capital appreciation and some income (about 20% of total return, ignoring the tax benefits of franking credits), by investing in an actively managed portfolio of Australian listed securities.
Over all periods of 20 years, the portfolio should generate returns of at least 9-10% per annum on average, with associated volatility. This assumes all dividends and other income are reinvested. Periods of rising long-term interest rates tend to subdue returns and are often associated with negative or flat years.
Over the ten years to February 2024 the Australian stockmarket as represented by the S&P/ASX200 underperformed its long-term average. However, the AC Managed Equity portfolio exceeded this benchmark with approximately 6% p.a. outperformance (i.e. about 13.6% compared to 7.4% per annum for the S&P/ASXTR index over the same period).
The portfolio seeks to provide investors with a return of 2% (plus any franking credits) above the 12 month term deposits over rolling three year period. While past performance is no guarantee of future performance, historically this portfolio has beaten the benchmark over all rolling three periods it has been offered.
Aims to provide investors with high levels of capital appreciation and some income over rolling 6-year periods by investing in an actively managed portfolio that provides global equity diversification mainly indirectly through thematic exchange traded funds.
Focused on a “top-down” approach, dynamically seeking to add value by anticipating which stockmarkets, asset classes, sectors and themes are most likely to deliver the best returns over coming months and years.
CHIEF INVESTMENT OFFICER
Meet John Aldersley
John Aldersley’s investing career spans 50 years in global and Australian funds management, merchant banking, financial advice and stockbroking. The originator of Managed Accounts in Australia with the launch of ShareInvest (1992) and DirectPortfolio (1996). He sold and retired in 2007, but in 2013, licensed Aldersley Capital and has managed a top-decile performing Managed Equity Portfolio for a select group of clients around Australia since, with no intention of retiring fully again.
INVESTMENT COMMITTEE MEMBER
Meet Michael Saba
Michael has been active in the Fixed Income, ASX ETO and OTC markets for over 30 years as an analyst and broker at major Australian broking houses such as ANZ McCaughan and Goldman Sachs JB Were. From 2009-2019 Michael started and managed the Fixed Income and Derivatives team at Evans & Partners, which included managing private and public fixed interest portfolios as well as an Equity Derivatives Fund.
Investment Performance
Performance data from 1976-2013 is lost to time. Performance figures from September 2013 to 31st March 2024 are drawn from verifiable data calculated by Hub24 during our time on that platform and average annual performance was over 13.6% per annum, after investment fees, about 8% above the S&P/ASX200TR benchmark. The Aldersley Capital Direct Investor Portal lacks this historic Performance data as the performance measuring clock has restarted with OpenInvest Limited.
Since 1st March 2024, all performance data is calculated by OpenInvest Limited and is set out in the Aldersley Capital Client Portal. OpenInvest use a shadow portfolio and model returns are based on opening and closing net asset values for the specified period less the deduction of all fees, i.e. admin as well as investment fee, as they work on a single fee approach. Distributions are assumed to be all reinvested.
Past performance is not usually a reliable indicator of future performance. For our thoughts on that see our Insights article on the topic.
Update Oct 2024
OpenInvest have upgraded their performance reporting so clients can now track performance on a dynamic rolling basis for the ...
Portfolio Update June 2024
The transition to OpenWealth from Hub24 was completed in March 2024. Hub kindly agreed to provide the shadow portfolio performance ...
Get in touch today
7 Boyd Close, St. Huberts Island NSW 2257
Monday – Friday: 24/7
