September 2015
September 2015 August was one of the most tumultuous periods we have seen in the Australian market for many years. The market had fallen back to the level it last saw in December 2014. We had been concerned about the level the market was trading at for some time and had cash / cash equivalents (i.e. takeovers…
September 2015
August was one of the most tumultuous periods we have seen in the Australian market for many years. The market had fallen back to the level it last saw in December 2014. We had been concerned about the level the market was trading at for some time and had cash / cash equivalents (i.e. takeovers…
August 2015
The S&P/ASX 300 Accumulation Index added 4.31% for July with Healthcare and Consumer Staples the top performing sectors. The Materials sector, weighed down by resource stocks was the only sector to record a negative return for the month. To see how all the Ralton portfolios fared over the period, please click on the relevant link…
July 2015
The S&P/ASX 300 Accumulation Index finished down 6.48% for the June quarter, with Financials and Consumer Staples the key detractors. Banks in particular weighed on the market's returns for the period. For the June financial year the index added 5.61% with strong gains in Healthcare and Telecoms, offset by losses in the Energy and Consumer…
June 2015
The S&P/ASX 300 Accumulation Index added 0.43% for May with Industrials and Information Technology the top performing sectors. Financial stocks, weighed down by the index heavy banking sector, were the key detractor for the market across May. To see how all the Ralton portfolios fared over the period, please click on the relevant link below.…
May 2015
The S&P/ASX 300 Accumulation Index was down 1.65% for April, with most sectors in negative territory for the month. The index heavy banking sector in particular weighed on the market's performance. Materials and Energy were both positive for the period, the latter driven by a strong rebound in global oil prices. To see how all…
April 2015
The S&P/ASX 300 Accumulation Index was largely flat for the month of March, rounding out the March quarter with a 10.31% gain. The Financials and Utility sectors were strong performers for the period, with Energy the only sector to record a negative return. To see how all the Ralton portfolios fared please click on the…
March 2015
The S&P/ASX 300 Accumulation Index continued its strong start to the calendar year, adding to January's gains with a 6.92% rise in February. All market sectors made a positive contribution for the month, with Materials and Energy the best performing sectors. To see how all the Ralton portfolios fared please click on the relevant link…
February 2015
The S&P/ASX 300 Accumulation Index started the year with a gain of 3.22% for January, with Consumer Discretionary and Telecommunications the two best performing sectors. To see how all the Ralton portfolios fared please click on the relevant link below. Ralton Australian Shares SMA Ralton High Yield Australian Shares SMA Ralton Leaders SMA Ralton Smaller…
January 2015
The S&P/ASX 300 Accumulation Index finished the year with a gain of 2.04% for December, with Healthcare and Telecommunications the two best performing sectors. For calendar year 2014 the index produced a total return of 5.30%. Over the full year, Telecommunications and Utilities were the top performers, with Energy and Materials both weighing on the…