October 2021
Zenith reaffirms ratings on Ralton AM portfolios Research Alert, Friday 1 October 2021 Jock Allen - Investment Analyst, Zenith Investment Partner On 13 August 2021, Zenith was informed of the sale of Ralton Asset Management (Ralton). Ralton was acquired by its portfolio manager, Will Riggall, from 360 Capital Group (360 Capital). Following the acquisition,…
October 2021
Ralton AM Pty Ltd (Ralton) under Will Riggall and Clime Investment Management Limited(ASX:CIW) (Clime) have commenced a strategic collaboration to deliver best in class outcomes to clients. Will Riggall has acquired Ralton from 360 Capital (ASX:360) and remains Portfolio Manager for the four strategies, providing continuity in process and strategy and continuing Ralton’s client first…
April 2021
The Australian market returned +4.15% over the quarter, continuing the strong equity market performance with the ASX300 now up +18% over 6 months and +38% over one year. Ralton portfolios continues to delivery strong performance in positively trending markets. Long held focus on core principles of identifying strong business models and valuation discipline is delivering…
February 2020
There are some subtle but meaningful differences between SMAs and managed funds, according to Andrew Stanley, head of Australian equities, Ralton Asset Management. “The key difference is that in an SMA environment, you’re managing the shares in the client’s own name, whereas in the fund, it’s on a pooled basis, and that actually gives rise…
September 2019
Ralton Asset Management Portfolio Manager Will Riggall describes multiple ways a separately managed account can help financial advisers service their clients better: 1) Tax efficiency 2) Easier way to communicate to end client with better conversations 3) Ownership of stocks in the hands of the investor That’s in addition to the business time saving (estimated…
August 2019
The S&P/ASX 300 Accumulation Index returned 8.05% for the June quarter, with Financials and Materials the top performing sectors and Energy and Utilities the weakest performers for the period. The Australian market continued to rally through July with the S&P500/ASX300 rising 3%. Since the December low, Australian stocks are up close to 25% which is…
July 2019
The S&P/ASX 300 Accumulation Index returned 8.05% for the June quarter, with Financials and Materials the top performing sectors and Energy and Utilities the weakest performers for the period. Domestically, the RBA has admitted to the domestic slowdown with a cut in rate in June following a decline in consumption from declining house prices and ongoing…
July 2019
Let’s face it, there are few free lunches in giving investment advice. Which makes any reward from reducing a client’s tax burden well worth the effort. For most advisers, the chance to present a tax effective investment solution to clients has strong appeal as part of the advice value proposition: the challenge is how do…
June 2019
The S&P/ASX 300 Accumulation Index returned 1.75% for the month of May, with Financials and Materials the top performing sectors and Consumer Staples and Energy the weakest performers for the period. Domestically, the RBA has admitted to the domestic slowdown with a rate cut in June following a decline in consumption from declining house prices…
May 2019
The S&P/ASX 300 Accumulation Index returned 2.46% for the month of April, with Financials and Consumer Staples the top performing sectors and Materials and Real Estate the weakest performers for the period. The underlying domestic economy is also weakening given the headwinds from the global slowdown and the pull-back by the consumer in the face…
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