INVESTMENT PERFORMANCE

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)

Dec Qtr 2016 A dip in the quarter but solid one year, 3 year and since inception return..

Sep Qtr 2016 Hit what will be a peak of over 30% return for 12 months.

June Qtr 2016 +20% for FY 2015/16 versus 0.56% for benchmark

Mar qtr 2016 -6% for the quarter v -4% for benchmark.

Dec qtr 2015 +18% for qtr, plus 28% for year compared with 2.6% for benchmark and over 13% per annum since inception (benchmark 3.35%)

Sep qtr 2015 - +16% for 12 months v -0.6% of benchmark!

Jun qtr 2015

March Qtr 2015

Dec Qtr 2014

 

ACP002 Aldersley Capital Income Plus - Quarterly Performance Reviews
(Performance figures provided by Hub24, comment by Aldersley Capital)

Dec Qtr 2016

Sept Qtr 2016

June Qtr 2016

Mar qtr 2016

Dec qtr 2015

Sep Qtr 2015

Jun qtr 2015

March Qtr 2015

Dec Qtr 2014