MANAGED ACCOUNTS PIONEER
Managed accounts are not new in the Australian market. Neither are we.
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.
The Australian market returned +4.15% over the quarter, continuing the strong equity market performance with the ASX300 now up +18% over 6 months and +38% over one year. Ralton portfolios continues to delivery strong performance in positively trending markets. Long held focus on core principles of identifying strong business models and valuation discipline is delivering. Read more...
Ralton Asset Management has been sold by its investment partner Copia Investment Partners and acquired by 360 Capital Group, an ASX-listed, investment and funds management group with a market capitalisation of over $250m. Read More
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 gives rise. Read more...
“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.”