MANAGED ACCOUNTS PIONEER

Managed accounts are not new in the Australian market. Neither are we.

Australian equity managed accounts specialist

Since 2005, we have built and managed Australian equity separately managed accounts (SMAs) and individually managed accounts (IMAs) for individual investors and institutions.

As a dedicated managed accounts specialist, we are not distracted by other investment products. Instead, we maintain an unwavering focus on looking after tax-effective, low-turnover SMA and IMA portfolios which, over the long term, have delivered our clients superior investment outcomes.

Our portfolios

MONTH TO 31 MAY 2018 | The S&P/ASX 300 Accumulation Index returned 1.19% for May, with Health Care and Materials the top performing sectors. The Australian market has pulled back to be trading roughly in line with its longer-term averages, however, this masks a considerable divergence in performance between sectors. Growth stocks and companies perceived. Read more...

Ralton Asset Management has appointed Gordon Ramsay as Senior Investment Manager to work with the Ralton team of Andrew Stanley, Will Riggall, Olga Kosciuczyk and Shannon Lambert. “We’re delighted to have Gordon join our growing investment team. He brings over 25 years of Australian equity experience, having held senior management roles within leading global resource. Read more...

MONTH TO 30 APR 2018 | The S&P/ASX 300 Accumulation Index returned 3.78% for April, with Materials and Health Care the top performing sectors and Financials and Utilities the weakest performers for the period. Domestically, the economy remains in a modest growth environment with the worst of the resource/energy capex wind down now over, services. Read more...

Managed accounts in demand

“There is no question financial advisers are increasingly turning to managed accounts. As a specialist SMA provider, we have been in the game for over a decade and can attest to the surge in demand. What makes managed accounts a win for advisers? Well, because it’s a win for clients. For investors, SMAs are professionally managed, transparent, tax efficient and directly owned.”

Andrew Stanley
Head of Australian Equities

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