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 individuals 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
Ralton Australian Shares
Own some of Australian's best-known companies
Ralton High Yield Australian Shares
Receive tax-effective income from Australian businesses
Ralton Leaders
Own blue-chip Australian companies
Ralton Smaller Companies
Access smaller Australian businesses with long-term growth potential
MONTH TO 31 JAN 2018 | The S&P/ASX 300 Accumulation Index started the year in negative territory, falling 0.39% for January, with Health Care and Information Technology the top-performing sectors. January is typically a quiet month for stock-specific news flow as corporates take holidays and companies prepare for the February reporting period. Many of our. Read more...
QUARTER TO 31 DEC 2017 | The S&P/ASX 300 Accumulation Index had a strong finish to the 2017 calendar year, adding 7.74% for the December quarter and 11.94% for the 12 months to 31 December. Energy and Information Technology were the top performers for the quarter with all market sectors delivering a positive return. Our. Read more...
MONTH TO 30 NOV 2017 | The local share market moved higher in November and subject to performance in the coming days, looks set to deliver double-digit gains for the calendar year. Up until the end of November, the S&P/ASX 300 Accumulation Index is up 14.7% for the calendar year to date. While the smaller. 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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