Portfolio Performance – 31 Dec 21

2021 was another strong year for growth assets and investing in general. The Royston Capital portfolios have all delivered strong returns. Please follow the link to access the full details for each portfolio.  Click here for Portfolio Performance

We recently received an email from an industry marketing group highlighting the top 10 Australian equities MDA (Managed Discretionary Account) portfolios for calendar year 2021 (from a limited published list of MDAs. The top-performing Australian equities funds for 2021 | The Inside Adviser). It highlighted the returns of Airlie Australian Share Fund at 28.76% as the best performing MDA followed by Paradice Australian Share Fund at 26.06% (this differs from the return quoted on their website which was 28.03% for their managed fund). The Royston Capital Core Australian share portfolio would have been third on this list if included in the list of published MDAs for the past year. However, over every other period as illustrated in the table below, the Royston Capital Core Australian Equities model portfolio has outperformed both managers. This is very pleasing to see for us and for our investors as it confirms that the long-term performance has been excellent. We have always believed in maintaining a high-quality Investment Committee focused on policy, process, and procedure to assist in delivering consistent long-term returns. It is also testament to our investment strategy.

The Royston Capital Core Australian Equities model portfolio forms only one part of our research and final portfolio solution. As many of you would be aware, we also research and advise on other asset classes outside of the published model portfolios. These include direct property syndicates, venture capital, private equity, managed funds, and other alternative assets.

Please contact us should you have any questions.