Ralton Dividend Builder

To 30 June 2022	1 Mth	3 Mths	1 Yr	3 Yrs (p.a.)	5 Yrs (p.a.)	10 Yrs (p.a.)	Since incep (p.a.)
Ralton Dividend Builder	-7.1%	-8.0%	-0.1%	2.5%	5.3%	10.4%	7.1%
S&P/ASX 300 Accumulation Index	-9.0%	-12.2%	-6.8%	3.4%	6.9%	9.2%	5.4%
Outperformance	1.9%	4.2%	6.7%	-1.0%	-1.7%	1.1%	1.7%

To 30 June 2022

1 Mth

3 Mths

1 Yr

3 Yrs (p.a.)

5 Yrs (p.a.)

10 Yrs (p.a.)

Since incep (p.a.)

Ralton Dividend Builder

-7.1%

-8.0%

-0.1%

2.5%

5.3%

10.4%

7.1%

S&P/ASX 300 Accumulation Index

-9.0%

-12.2%

-6.8%

3.4%

6.9%

9.2%

5.4%

Outperformance

1.9%

4.2%

6.7%

-1.0%

-1.7%

1.1%

1.7%

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Manager	Ralton Asset Management
Inception date	February 2008
Benchmark	S&P/ASX 300 Accumulation Index
Objective	Above-market yield Superior return to that of the market over five years or more
Investment time frame	At least 5 years
Relative risk	High
Number of stocks	25 – 35
Suitable investors	Investors seeking long-term capital growth from a concentrated portfolio of mid and large-cap Australian equities Investors seeking consistent, above-market and tax-efficient cash dividend yield. The portfolio may act as an income stabiliser for some investors, especially during shifting or uncertain markets. Investors with a long-term investment horizon of at least five years who can accept the volatility of equity markets.
Using this portfolio	As an Australian equities portfolio, this portfolio will generally sit within the growth assets component of a balanced portfolio

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