- Own shares – own shares in blue-chip Australian companies
- Earn income – receive tax-effective income
- Grow wealth – potentially achieve long-term capital growth
- Save time – we professionally manage and administer your portfolio
Invested in well-known, blue-chip Australian companies, the Ralton Leaders managed account seeks to deliver superior long-term capital growth and tax-effective income.
|Manager||Ralton Asset Management|
|Responsible entity||Copia Investment Partners|
|Inception date||February 2008|
|Benchmark||S&P/ASX 100 Accumulation Index|
|Investment time frame||At least 5 years|
|Number of stocks||25 – 40|
|Using this portfolio||As an Australian equities portfolio, this portfolio will generally sit within the growth assets component of a balanced portfolio|
|To 31 December 2019||1 Mth||3 Mths||1 Yr||3 Yrs (p.a.)||5 Yrs (p.a.)||10 Yrs (p.a.)||Since incep (p.a.)|
|Ralton Leaders Australian Shares Model Portfolio||-1.1%||1.7%||18.3%||9.4%||8.5%||8.5%||7.4%|
|S&P/ASX 100 Accumulation Index||-2.2%||0.7%||24.1%||10.4%||8.9%||8.1%||6.3%|
Performance of the Ralton Wholesale Leaders 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.