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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 companies equivalent, the S&P/ASX Small Ordinaries Accumulation Index, is up 20.5% for the same period.

Ralton Australian Shares portfolio

The S&P/ASX 300 Accumulation Index added to October’s gains, finishing up 1.69% for November, with Energy and REITs the top performers. Key contributors to the portfolio for the month were Vicinity Centres, Boral and Santos.

View Nov 2017 report

Ralton High Yield Australian Shares portfolio

Boral, Vicinity Centres and Japara Healthcare all added value to the portfolio during the month with Vicinity posting gains from its mid-year lows and management highlighting progress toward its planned sale of $300m of non-core assets in the current financial year.

View Nov 2017 report

Ralton Smaller Companies portfolio

Melbourne IT, Speedcast and NextDC were key contributors to the portfolio during the month. NextDC has been a long-term portfolio holding and again, was a strong contributor to portfolio returns in November with the stock now up 84% rolling year.

View Nov 2017 report

Ralton Leaders portfolio

The Ralton Leaders portfolio added 0.77% in the month, underperforming the benchmark by 0.67%. For November, our overweight to Consumer Staples added value to the portfolio, however our underweight to Financials and stock selection within Financials weighed on portfolio returns.

View Nov 2017 report