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NEWS

Jane Harris, January 2018
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…
Jane Harris, January 2018
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…
adminofralton, November 2017
November 2017 There are some subtle but meaningful differences between SMAs and managed funds, according to Andrew Stanley, head of Australian equities, Ralton Asset Management. "The key difference is that in an SMA environment, you're managing the shares in the client's own name, whereas in the fund, it's on a pooled basis, and that actually…
adminofralton, November 2017
The S&P/ASX 300 Accumulation Index broke out of its recent trading range, finishing up 4.02% for October. Ralton Australian Shares portfolio Portfolio holdings Nufarm, Macquarie Atlas Roads and Worley Parsons all participated in M&A activity during the month with equity-funded transactions highlighting the current mood among board rooms for bolt-on transactions. Each deal appears sensible…
adminofralton, November 2017
November 2017 The Institute of Managed Account Professionals (IMAP) has announced the establishment of an industry working group to develop data standards for the exchange of managed accounts model data. The firm said platforms and other managed account providers have developed proprietary approaches to providing model data and managers have reported finding it difficult to…
adminofralton, November 2017
November 2017 P/E, or price-to-earnings, ratio is the most common method used by the market to value and assess the share price of listed companies. It can be a useful starting point when considering the valuation dynamics of a standard industrial-type company. But, as a fund manager and contrarian investor, we often ask ourselves where…
adminofralton, October 2017
October 2017 | Roger Walling Or, could the question be, do fund managers know their limitations? Fund managers should closely scrutinise and periodically consider the capacity of their strategies and (model) portfolios. Increasing funds under management (FUM) beyond a certain level can limit the ability of a fund or model portfolio to meet its objectives and…
adminofralton, October 2017
Ralton Australian Shares portfolio The portfolio returned -0.43% for the September quarter, underperforming its benchmark, the S&P/ASX 300 Accumulation Index. Being overweight Energy added value, but this was offset by our overweight to Consumer Staples and being underweight Materials. View report Ralton High Yield Australian Shares portfolio Our overweight to Information Technology added value to…
adminofralton, October 2017
October 2017 Lonsec has awarded the Ralton High Yield Australian Shares SMA its 'Recommended' rating following a review of the SMA provider's portfolio in September 2017. In its review, Lonsec highlighted the portfolio had outperformed the index with above-average consistency over a full cycle and that Ralton operated a dedicated SMA structure led by experienced…
adminofralton, October 2017
October 2017 Retailers who prioritise protecting their share price ahead of investing to become Amazon-fit will be hardest hit by the online retailer's arrival, says veteran fund manager, Andrew Stanley. Mr Stanley, head of Australian equities at Ralton Asset Management, says retailers need to bite the bullet by stepping up investment in logistics, data analytics…