ushton Financial Services Pty Ltd ACN 601 242 102 (‘RFS’), established by father and son, Glenn and Lee Rushton, is the investment manager for the Rushton Funds.
Australian managed fund
After spending years managing Individually Managed Accounts for wealthy investors, through a related entity, Lee and Glenn decided to establish an Australian managed fund, to make their approach to market neutral investing accessible to a wider range of clients.
After years of research, it was also decided to expand the Australian managed fund to encompass international share markets, allowing for a much higher level of diversification.
RFS is an Authorised Representative (Authorised Representative No. 470826) of Australian Fiduciaries Limited (ACN 601 228 844, AFSL No. 465658), which is the Trustee of the Rushton Ethical Global Market Neutral Fund and the Rushton Conservative Global Market Neutral Fund (the “Funds”).
The Funds allow investors the opportunity to invest alongside the Rushton family, and gain access to their unique, highly diversified, global market neutral approach to investment management.
As an investor in the Funds, you benefit from the knowledge and experience of our professional investment management. At RFS, we have the qualifications, experience and resources to manage our disciplined investment strategy. One of the problems individual investors face when they directly manage their own investments, is a lack of human, technological and financial resources. It is often not cost-effective to expend considerable amounts of these valuable resources to manage just one investment portfolio, and as a result, it puts the individual at a distinct disadvantage when competing with professional investment managers. The end result is that performance often suffers, along with the lifestyle of the investor. Investment management is a complex task that requires continual research and vigilance to effectively manage risk and maximise returns.
Investment across global financial markets is an even more complex undertaking. To gain and maintain a competitive advantage in the markets of today, an investment strategy must be based on a thorough analysis of a company’s fundamentals and be well-grounded in the most rigorous theory of the preceding decades. At the same time, the adopted approach must be nimble and responsive to ever-changing conditions, and take proper account of market sentiment and the numerous other forces that drive share markets on a day to day basis. This is why we adopt a systematic approach to investment, and yet demand that our strategy evolves through time as a result of ongoing research and development. This allows discipline to be maintained throughout the entire investment process, whilst, at the same time, not stifling the importance of innovation and continual adaptation, which is also critical to long term success.
Ultimately, our objective is to help our clients achieve the best investment returns possible, through all economic conditions, so as they can relax and enjoy a better quality of life, rather than spend countless stressful hours pondering over financial newspapers, magazines and other information.
RFS is governed by family values – trust, honesty, integrity and hard work. These values underpin the long-term relationship that RFS develops with their clients.