PORTFOLIOS

Ralton Australian Shares

  • Own shares – directly own shares in some of Australia’s best-known companies
  • Earn income – receive tax-effective income
  • Grow wealth – potentially achieve long-term capital growth
  • Save time – we professionally manage and administer your portfolio

Designed to deliver long-term capital growth with some tax-effective income, the Ralton Australian Shares managed account is a concentrated portfolio of mid and large-capitalisation Australian companies that offer attractive value relative to the market

Features
Manager Ralton Asset Management
Responsible entity Copia Investment Partners
Inception date February 2008
Benchmark S&P/ASX 300 Accumulation Index
Objective
  • Long-term capital growth (over five years or more) and some tax-effective income
  • Minimise the risk of investment capital loss
Investment time frame At least 5 years
Relative risk High
Number of stocks 25 – 35
Suitable investors
  • Investors seeking long-term capital growth from a concentrated portfolio of mid and large-cap Australian equities, with some tax-effective income.
  • Investors with a long-term investment horizon of at least five years who can accept the volatility of equity markets.
Using this portfolio As an Australian equities portfolio, this portfolio will generally sit within the growth assets component of a balanced portfolio
Platforms
 Platform availability       

Performance

To 31 May 2018 1 Mth 3 Mths 1 Yr 3 Yrs (p.a.) 5 Yrs (p.a.) 10 Yrs (p.a.) Since incep (p.a.)
Ralton Australian Shares Model Portfolio 0.8% -0.4% 4.6% 6.8% 11.1% 7.4% 7.6%
S&P/ASX 300 Accumulation Index 1.2% 1.1% 10.0% 6.1% 8.8% 5.1% 5.1%
Outperformance -0.4% -1.5% -5.4% 0.7% 2.3% 2.3% 2.5%

Performance of the Ralton Wholesale Australian Shares Model Portfolio is based on a model portfolio and is gross of investment management and administration fees, but net of transaction costs. The total return performance figures quoted are historical and do not allow the effects of income tax or inflation. Total returns assume the reinvestment of all portfolio income. Past performance is not a reliable indicator of future performance.

Document library

Portfolio updates
Brochures and white papers
Corporate profile About Ralton Asset Management
Fact sheet About the Ralton Australian Shares portfolio
White paper The rise of Amazon (CPD points available)
FSC
FSC
Contact John Clothier, General Manager, Distribution
P +61 408 488 549
E jclothier@copiapartners.com.au