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Will Riggall, April 2021

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 strong alpha generation in the suite of Ralton’s large and mid cap portfolios.

We are especially pleased with strong absolute and risk adjusted returns in the Ralton Leaders and Concentrated strategies delivering performance +2.67% and +3.70% above respective benchmarks over the last quarter with absolute returns a greater than 40% for both portfolios.

With memories of last March well in the rear-view mirror, an accelerating vaccine rollout combined with central bank commitment to support functioning markets share indices are set to breach historical highs in the forthcoming period. Irrespective of the path the destination is the same with higher yields and lower expected returns driving a longer-term rotation to companies set to benefit from global growth, or more clearly those in the “value” bucket. A thematic that is set to benefit the Ralton process and subsequently returns.

For the Ralton portfolios, we are very excited about the prospects for our investment style to be rewarded in 2021 with key measures of growth and returns on capital higher than the index with valuations materially lower for all products.

Please see below for detailed updates for all portfolios.


Leaders Report Ex 50 Report Dividend Report Concentrated Report

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