Ralton High Yield Australian Shares Model Portfolio
The investment objective of the Ralton High Yield Australian Shares Portfolio is to provide investors with a consistent, tax-efficient and growing cash dividend yield, and long-term capital growth. 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.
Investment Strategy
The Ralton High Yield 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 a consistent, above average and tax-efficient cash dividend yield;
- Seek long term capital growth from a concentrated portfolio of Australian shares; 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 High Yield Australian Shares - S & P research
- 19 Jan Ralton High Yield quarterly report Dec11
- 17 Feb Ralton High Yield Aust Shares - Jan12 report
- 22 Mar Ralton High Yield Aust Shares - Feb 12 report
- 17 Apr Ralton High Yield Quarterly Report March 2012
- 11 May Ralton High Yield Aust Shares - Apr 12 report
Learn More
Contact Us, if you would like to learn more about the Ralton SMA Portfolio or any other Armytage investment product or service.