Portfolio Management

Aldersley Capital understands the potential headache associated with maintaining records and keeping track of all your investments. That is why we offer professionally administered managed portfolio account services that can be tailored to your individual requirements.

Managed Account

Aldersley Capital offers two active managed account mandates.  These are a Managed Equity and an Income Plus portfolio, both managed as Managed Accounts by John Aldersley and administered by an external administrator (Operator) with the securities held by a custodian.

Outsourcing your portfolio does not mean relinquishing control, rather relinquishing the hassles and burdens of investment and administrative complexities to experienced professionals who have greater access to information, technology and research. This gives you more time to concentrate on your other interests whether they are leisure related or building wealth in your own business.

The Hub24 Managed Account is designed to retain the important benefits associated with beneficial ownership of direct shares (eg efficient taxation, transparency) together with the benefits of a managed fund environment (pooled institutional low cost dealing, access to professional placements and derivative overlays, secure environment) while avoiding the disadvantages normally associated with each approach. For more on this read more about the benefits of managed accounts.

Key features of the Hub24 Managed Account

Portfolio Administration only?

Do you prefer a passive approach to investing with little activity? If so, make the process of running your investment portfolio hassle free. All the paperwork and administration is taken care of, while you continue to enjoy the long term growth in your chosen portfolio (with the usual bear markets in between).  

Key features