PORTFOLIO

Ralton Australian Equity ex 50 (Smaller Companies)

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

Designed to provide long-term capital growth and some tax-effective income, the Ralton Australian Equity ex 50 (Smaller Companies) managed account is a concentrated portfolio of quality small-cap Australian companies.

Features
Manager Ralton Asset Management
Responsible entity Copia Investment Partners
Inception date February 2008
Benchmark S&P/ASX Small Ordinaries Accumulation Index
Objective
  • Long-term capital growth (over five years or more) and some tax-effective income
  • Minimise the risk of investment capital loss
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 small-cap Australian companies.
  • 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 Australian Equity ex 50 (Smaller Companies) 0.0% -0.4% 3.6% 5.6% 9.0% 10.4% 7.6%
S&P/ASX Small Ordinaries Accumulation Index -0.5% -1.8% 14.4% 10.4% 9.6% 4.6% 2.1%
Outperformance 0.5% 1.4% -10.8% -4.8% -0.6% 5.8% 5.5%

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 Australian Equity ex 50 (Smaller Companies) 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