Investment Advice - Royston Capital

At Royston Capital, our investment advice is tailored to your preferences and needs.

We offer a range of options including discretionary management (Private Funds Management) for non-custodial accounts, Separately Managed Accounts (SMA) with custodial services and advisory accounts.

Discretionary (Private Funds Management)

We collaborate with you to establish overarching family wealth objectives and craft an investment strategy. This strategy, reviewed annually, encompasses a diverse portfolio spanning equities, fixed income securities, managed funds, property syndication, and more. With a discretionary portfolio, we swiftly capitalise on opportunities within the agreed framework while providing regular investment reporting and annual portfolio audits for compliance assurance.

Consultation

We work in conjunction with you and your investment committee to guide decisions.

Advisory

In our advisory capacity, we work closely with you to guide investment decisions. The investment strategy is jointly developed and reviewed annually, covering equities, fixed income securities, managed funds, and property syndication. Continuous communication ensures effective implementation of recommendations, empowering you and your family to evaluate opportunities based on our advice and insights. Regular meetings facilitate reviews of proposed and recent transactions, fostering informed decision-making.

Portfolio management and governance

No two client portfolios are the same, however we do track our recommendations via model portfolios for Australian equities, international equities, international managed funds, listed interest-bearing securities and unlisted interest-bearing securities. We also offer access to private credit, private equity and venture capital, property syndicates and other opportunities.

Portfolio Performance Report

Investment Philosophy

Our investment philosophy is built around 6 core views:

Investment markets are inefficient over the short to medium term
A need to focus on the understanding, allocation and Management of risk
Beta or market returns are important but not an automatic decision
Currency needs to be considered ‘actively’ within the investment process
Alternatives have a role to play in diversified portfolios
Direct investment (such as equities) provide opportunities for targeted exposure to specific market segments identified as having strong growth characteristics.

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Ethical Stance

Where appropriate for clients of Royston Capital, the Committee will endeavour to recommend investment opportunities that provide good  financial returns and at the same time respectful of the world in which we live.

Thus the Committee will seek to avoid, within the limits of reasonable feasibility, having client monies invested with any investment manager or in  an individual security which has substantial holdings in companies whose principal activity

is destructive of the environment, or
is discriminatory in work practices, or
is directed to the production of armaments, or
is exploitative of human dignity.

However, to the generally limited extent that its investment style (and policy) will make possible, the Committee will also seek to have a voice (direct or indirect) in influencing the attitudes and practices of the corporate development and management sector in relation to ethical issues and so will not be absolute in adopting a negative screening strategy.

Governance

The Royston Capital Investment Committee ensures investment decisions are consistent, structured and unbiased and that appropriate investment due diligence framework is maintained at all times.

Risk

At Royston Capital, we believe that Risk Management of portfolios is critical  to the ongoing success and out-performance.

Investment risk is limited by appropriate diversification both within and between asset classes. Currency risk is managed by appropriate hedging arrangements.

Consideration of ethical investment principles and practices are a critical element in the process for the selection of funds managers where appropriate and will be taken into account as part of the reporting process by  Royston Capital.

Asset Administration

Our Portfolio Administration Service (P.A.S.) can record and report on all your assets (listed and unlisted) to provide a holistic view of your portfolio.

Importantly, our administration meets AASB GS007 audit requirements and portfolios come with an annual audit certificate that confirms the accuracy of the portfolio reports.

The administration of your portfolio includes investment recording, reporting of capital and income movements
Assets are recorded in your name, not pooled with others, with listed ASX securities reported via CHESS
Our portfolio reporting provides for transparency, performance measurement and to facilitate accounting and tax compliance obligations.
Brokerage for ASX and international listed transactions has been negotiated to very low rates
Online access is provided to your portfolio.
Your financial and investment strategy is centralised to a reputable and robust banking account eligible for Government Guarantee and with an attractive interest rate
The cash account is used to capture all cash flows from interest, dividends and trade settlements
The account offers online access and transaction facilities