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Insights, September 2019
Ralton Asset Management Portfolio Manager Will Riggall describes multiple ways a separately managed account can help financial advisers service their clients better: 1) Tax efficiency 2) Easier way to communicate to end client with better conversations 3) Ownership of stocks in the hands of the investor That’s in addition to the business time saving (estimated…
Insights, April 2018
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
Insights, 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…
Insights, 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…