PORTFOLIO

Ralton 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 High Yield Australian Shares managed account is a concentrated portfolio of mid and large-cap Australian companies.

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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
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Performance

To 31 July 2018 1 Mth 3 Mths 1 Yr 3 Yrs (p.a.) 5 Yrs (p.a.) 10 Yrs (p.a.) Since incep (p.a.)
Ralton High Yield Australian Model Portfolio 2.0% 7.5% 12.8% 8.7% 11.7% 10.0% 8.5%
S&P/ASX 300 Accumulation Index 1.3% 5.8% 14.7% 8.1% 9.1% 6.9% 5.5%
Outperformance 0.7% 1.7% -1.9% 0.6% 2.6% 3.1% 3.0%

Performance of the Ralton Wholesale High Yield Australian Shares Model Portfolio 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.

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Portfolio updates
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Corporate profile About Ralton Asset Management
Fact sheet About the Ralton 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
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