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Insights, September 2018

MONTH TO 31 August 2018 |

The S&P/ASX 300 Accumulation Index returned 1.40% for the month of August, with Healthcare and Telecommunication Services the top performing sectors and Materials and Energy the weakest performers for the period.

Domestically, the economy remains in a solid growth environment with strong migration growth, some new resource/energy capex projects in the pipeline, services continuing to grow, housing construction rolling over modestly and infrastructure spending being used to pick up some of the slack. On balance, there is solid support for segments of the domestic market.

Ralton Australian Shares portfolio

Star Entertainment Group reported a better than expected FY18 result which led to a strong bounce in August.

View August 2018 report

Ralton High Yield Australian Shares portfolio

Macquarie Group Ltd was a positive contributor to the portfolio during August.

View August 2018 report

Ralton Smaller Companies portfolio

Mayne Pharma Ltd continued its strong recent performance during reporting season

View August 2018 report

Ralton Leaders portfolio

Boral Ltd gained in August after reporting a better than expected FY18 Result.

View August 2018 report