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 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...

QUARTER TO 31 MAR 2018 | The S&P/ASX 300 Accumulation Index returned -3.78% for the March quarter, with Health Care and Consumer Staples the top performing sectors and Financials and Materials the main detractors for the period. The general global and domestic growth environment continues to look supportive for the share market, however, we are starting. Read more...

April 2018 | Watch Andrew Stanley, Head of Australian Equities at Ralton, discussing the challenges facing retailers at the recent IMAP Investment Forum in Sydney. Watch video

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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