Ralton Leaders Model Portfolio
The investment objective of the Ralton Leaders Portfolio is to provide investors with long-term capital growth 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.
Investment Strategy
The Ralton Leaders 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 100 Index or are one of Australia's largest 100 companies based on market capitalisation at the time of purchase.
The investment strategy is designed for investors who:
- Seek long term capital growth and tax effective income from a portfolio of larger and more liquid shares;
- Seek consistent above market returns; and
- Have a long term investment horizon of at least three to five years and accept the risk of significant price fluctuations.
Inception
1 February 2008
Benchmark
S&P/ASX 100 Accumulation Index
No. of Stocks
25-40
Cash Allocation
0-10%
Time Horizon
At least three to five years
Fund Performance
See latest fact sheet under the "Reports" heading below.
Research & Ratings
Reports
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Contact Us, if you would like to learn more about the Ralton SMA Portfolio or any other Armytage investment product or service.