Ralton Australian Shares Model Portfolio
The investment objective of the Ralton Australian Shares Portfolio is to provide investors with long-term capital growth 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.
Investment Strategy
The Ralton Australian Shares Model Portfolio is managed by the Armytage investment team, a value style investor.
The strategy incorporates a bottom-up proprietary business valuation investment approach supplemented by top-down thematic overlays to identify the highest quality investment opportunities from within the investment universe. The portfolio can invest in companies that are either included in the S&P/ASX 300 Index or are one of Australia's largest 300 companies based on market capitalisation at the time of purchase.
The investment strategy is designed for investors who:
- Seek long term capital growth from a concentrated portfolio of shares, with some tax-effective income;
- Seek consistent above market returns; and
- Have a long term investment horizon of at least five years and accept the risk of significant price fluctuations.
Inception
1 February 2008
Benchmark
S&P/ASX 300 Accumulation Index
No. of Stocks
20-35
Cash Allocation
0-10%
Time Horizon
At least 5 years
Fund Performance
See latest fact sheet under the "Reports" heading below.
Research & Ratings
Reports
> Show More- 9 Jul Ralton Australian Shares SMA - Standard & Poors Report
- 19 Jan Ralton Australian Shares quarterly report Dec11
- 17 Feb Ralton Australian Shares - Jan12 report
- 22 Mar Ralton Australian Shares - Feb12 report
- 17 Apr Ralton Australian Shares Quarterly Report March 2012
- 11 May Ralton Australian Shares - Apr 12 report
Learn More
Contact Us, if you would like to know more about the Ralton SMA Portfolio or any other Armytage investment product or service.