June 2018
MONTH TO 31 MAY 2018 | The S&P/ASX 300 Accumulation Index returned 1.19% for May, with Health Care and Materials the top performing sectors. The Australian market has pulled back to be trading roughly in line with its longer-term averages, however, this masks a considerable divergence in performance between sectors. Growth stocks and companies perceived…
May 2018
Ralton Asset Management has appointed Gordon Ramsay as Senior Investment Manager to work with the Ralton team of Andrew Stanley, Will Riggall, Olga Kosciuczyk and Shannon Lambert. “We’re delighted to have Gordon join our growing investment team. He brings over 25 years of Australian equity experience, having held senior management roles within leading global resource…
May 2018
MONTH TO 30 APR 2018 | The S&P/ASX 300 Accumulation Index returned 3.78% for April, with Materials and Health Care the top performing sectors and Financials and Utilities the weakest performers for the period. Domestically, the economy remains in a modest growth environment with the worst of the resource/energy capex wind down now over, services…
April 2018
QUARTER TO 31 MAR 2018 | The S&P/ASX 300 Accumulation Index returned -3.78% for the March quarter, with Health Care and Consumer Staples the top performing sectors and Financials and Materials the main detractors for the period. The general global and domestic growth environment continues to look supportive for the share market, however, we are starting…
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
April 2018
PRESS RELEASE | Ralton Asset Management has appointed Will Riggall as Portfolio Manager to work alongside Head of Australian Equities, Andrew Stanley. “We’re delighted to have someone of Will’s calibre join Ralton. He brings over 15 years’ experience having held senior portfolio management roles within the investment and superannuation industry,” commented Stanley. Welcoming Riggall’s appointment,…
March 2018
MONTH TO 28 FEB 2018 | The S&P/ASX 300 Accumulation Index returned 0.34% for February, with Health Care and Consumer Staples the top-performing sectors and Energy and Telecommunication Services the main detractors for the period. February's reporting season was solid with companies continuing to keep a tight rein on costs and corporates working hard for…
February 2018
MONTH TO 31 JAN 2018 | The S&P/ASX 300 Accumulation Index started the year in negative territory, falling 0.39% for January, with Health Care and Information Technology the top-performing sectors. January is typically a quiet month for stock-specific news flow as corporates take holidays and companies prepare for the February reporting period. Many of our…
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…
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…