Ralton Smaller Companies Model Portfolio
The investment objective of the Ralton Smaller Companies Portfolio is to provide investors with long-term capital growth 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.
Investment Strategy
The Ralton Smaller Companies 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 ASX listed companies that at the time of purchase are not included in the S&P/ASX 50 Index.
The investment strategy is designed for investors who:
- Seek long term capital growth from a concentrated portfolio of smaller companies, 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 Small Ordinaries Accumulation Index
No. of stocks
25-40
Cash Allocation
0-15%
Time Horizon
At least 5 years
Fund Performance
See latest fact sheet under the "Reports" heading below.
Reports
> Show More- 16 Dec Ralton Smaller Companies - Nov 11 report
- 19 Jan Ralton Smaller Companies quarterly report Dec11
- 17 Feb Ralton Smaller Companies - Jan12 report
- 22 Mar Ralton Smaller Companies - Feb 12 report
- 17 Apr Ralton Smaller Companies Quarterly Report March 2012
- 11 May Ralton Smaller Companies - 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.