Who we are
The investment manager of the Rushton Disability Fund is Rushton Financial Services Pty Ltd (“RFS”), established by father and son team, Glenn and Lee Rushton.
After spending many years managing Individually Managed Accounts and other managed funds, Glenn and Lee Rushton established the Rushton Disability Fund (“Fund”) to significantly improve the lives of disabled Australians, whilst providing a regular, fixed income stream of 6% per annum, paid quarterly, for investors – a genuine win-win situation.
As an investor in the Fund, you benefit from the knowledge and experience of our professional management team, as well as the additional security that comes from holding a large and strategically diversified portfolio. One of the problems individual investors face when they directly manage their own investments, is a lack of diversification, as well as a shortage of human, technological and financial resources, which puts the individual at a distinct disadvantage to professional investment managers. The end result is that performance often suffers, along with the lifestyle of the investor. Investment management is a profession that requires continual research and vigilance to effectively manage risk and maximise returns. At RFS, we have the qualifications, experience and resources to manage the Fund in the best possible way to protect the capital and income of investors.
To gain and maintain a competitive advantage today, an investment strategy must use the most rigorous academic theory, the most highly competent people, state-of-the-art technology, and a comprehensive understanding of global financial and economic conditions.
At the same time, the adopted approach must be responsive to ever-changing conditions and take proper account of the numerous forces that drive markets on a day-to-day basis. 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 diminishing 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 with the least amount of risk 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, respect, integrity and hard work. These values underpin the long-term relationship that we develop with our clients.
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 Disability Fund (the “Fund”).