PORTFOLIO

Ralton Dividend Builder 

  • 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 managed account is a concentrated portfolio of mid and large-cap Australian companies.

Features
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
Platforms & Ratings
Platform availability     
Ratings

 

Performance

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%

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
Download reports