PORTFOLIO

Ralton Dividend Builder (High Yield Australian Shares)

  • Own shares – directly own shares in some of Australia’s best-known companies
  • Earn income – receive regular tax-effective income
  • Grow wealth – potentially achieve long-term capital growth
  • Save time – we professionally manage and administer your portfolio

Designed to provide consistent, tax-efficient and growing cash dividend yield as well as long-term capital growth, the Ralton Dividend Builder (High Yield Australian Shares) managed account is a concentrated portfolio of mid and large-cap Australian companies.

Features
Manager Ralton Asset Management
Responsible entity Copia Investment Partners
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
Platforms & Ratings
Platform availability     
Ratings

 

The Zenith Investment Partners (“Zenith”) Australian Financial Services License No. 226872 rating (assigned June 2019) referred to in this document is limited to “General Advice” (as defined by the Corporations Act 2001) for Wholesale clients only. This advice has been prepared without taking into account the objectives, financial situation or needs of any individual. It is not a specific recommendation to purchase, sell or hold the relevant product(s). Investors should seek independent financial advice before making an investment decision and should consider the appropriateness of this advice in light of their own objectives, financial situation and needs. Investors should obtain a copy of, and consider the PDS or offer document before making any decision and refer to the full Zenith Product Assessment available on the Zenith website. Zenith usually charges the product issuer, fund manager or a related party to conduct Product Assessments. Full details regarding Zenith’s methodology, ratings definitions and regulatory compliance are available on our Product Assessment’s and at http://www.zenithpartners.com.au/RegulatoryGuidelines.

Performance

To 31 October 2019 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 (High Yield Australian Shares) -0.9% -1.4% 12.4% 11.1% 9.1% 10.0% 8.1%
S&P/ASX 300 Accumulation Index -0.4% -0.8% 19.5% 12.5% 8.6% 8.2% 6.0%
Outperformance -0.5% -0.6% -7.1% -1.4% 0.5% 1.8% 2.1%

Performance is based on a model portfolio and is gross of investment management and administration fees, but net of transaction costs. The total return performance figures quoted are historical and do not allow the effects of income tax or inflation. Total returns assume the reinvestment of all portfolio income. Past performance is not a reliable indicator of future performance.

Document library

Portfolio updates
Brochures and white papers
Corporate profile About Ralton Asset Management
Fact sheet About the Ralton Dividend Builder (High Yield Australian Shares) portfolio
White paper The rise of Amazon (CPD points available)
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Contact John Clothier, General Manager, Distribution
P +61 408 488 549
E jclothier@copiapartners.com.au