SMA Model Portfolios
There are four portfolios, each one actively managed in accordance with our rigorous investment approach and overall investment philosophy. Each portfolio combines our long term, relative-value investment approach with the many tax benefits associated with direct share ownership, making the Ralton SMAs highly effective tax management tools appropriate as a core holding in any investor’s portfolio.
The Portfolios have been specifically designed to satisfy a spectrum of asset allocation requirements within an Australian shares portfolio, offering an exposure to the broader market, higher yielding shares, blue-chip companies, and the smaller companies sector.
Ralton Australian Shares Model Portfolio
The Ralton Australian Shares Model is managed with a view to offering investors long-term capital growth potential and some tax effective income from a concentrated portfolio of Australian shares. The Portfolio aims to deliver a return superior to that of the market over periods of five years or longer while at the same time seeking to minimise the risk of investment capital loss.
Ralton Leaders Model Portfolio
The Ralton Leaders Model is managed with a view to offering investors with long-term capital growth potential and tax effective income from a portfolio of blue-chip Australian shares. The Portfolio aims to deliver returns that are consistently above the S&P/ASX 100 Accumulation Index over a three to five year period.
Ralton High Yield Australian Shares Model Portfolio
The Ralton High Yield Australian Shares Model is managed with a view to offering investors a consistent, tax-efficient and growing cash dividend yield, and long-term capital growth potential. The Portfolio aims to deliver a return superior to that of the market over periods of five years or longer and an above market yield, while at the same time seeking to minimise the risk of investment capital loss.
> Fund Profile, Performance & Reports
Ralton Smaller Companies Model Portfolio
The Ralton Smaller Companies Model is managed with a view to offering investors long-term capital growth potential and some tax effective income from a concentrated portfolio of smaller capitalisation Australian shares. The Portfolio aims to deliver a return superior to that of the market over periods of five years or longer while at the same time seeking to minimise the risk of investment capital loss.
> Fund Profile, Performance & Reports
Learn More
Contact us, if you would like to learn more about our Separately Managed Accounts.