PORTFOLIO

Ralton Smaller Companies

  • Own shares – directly own shares in some of Australia’s growing 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 provide long-term capital growth and some tax-effective income, the Ralton Smaller Companies managed account is a concentrated portfolio of quality small-cap Australian companies.

Features
Manager Ralton Asset Management
Responsible entity Copia Investment Partners
Inception date February 2008
Benchmark S&P/ASX Small Ordinaries 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 small-cap Australian companies.
  • 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 Smaller Companies Model Portfolio 1.9% 3.5% 12.4% 11.6% 14.0% 9.4% 8.9%
S&P/ASX Small Ordinaries Accumulation Index 3.7% 4.1% 25.4% 11.6% 9.7% 1.3% 1.8%
Outperformance -1.8% -0.6% -13.0% 0.0% 4.3% 8.1% 7.1%

Performance of the Ralton Wholesale Smaller Companies 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 Smaller Companies portfolio
White paper The rise of Amazon (CPD points available)
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Contact John Clothier, General Manager, Distribution
P +61 408 488 549
E jclothier@copiapartners.com.au