PORTFOLIO

Ralton Leaders

  • 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.

Features
Manager Ralton Asset Management
Responsible entity Copia Investment Partners
Inception date February 2008
Benchmark S&P/ASX 100 Accumulation Index
Objective
  • Long-term capital growth (over three years or more) and some tax-effective income
Investment time frame At least 5 years
Relative risk High
Number of stocks 25 – 40
Suitable investors
  • Investors seeking long-term capital growth with some tax-effective income, from a portfolio of well-known, blue-chip Australian companies.
  • Investors with a long-term investment horizon of at least three to 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
Platform availability

Performance

To 30 November 2018 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 -2.6% -8.5% 0.2% 6.8% 7.6% 10.3% 6.5%
S&P/ASX 100 Accumulation Index -2.4% -9.2% -1.0% 7.4% 5.7% 9.0% 4.9%
Outperformance -0.2% 0.7% 1.2% -0.6% 1.9% 1.3% 1.6%

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.

Document library

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