October 2017
October 2017
Lonsec has awarded the Ralton High Yield Australian Shares SMA its ‘Recommended’ rating following a review of the SMA provider’s portfolio in September 2017.
In its review, Lonsec highlighted the portfolio had outperformed the index with above-average consistency over a full cycle and that Ralton operated a dedicated SMA structure led by experienced and capable investors. The rating report from Lonsec also recognised Ralton as a “long-established participant in the managed account segment having offered individual and SMA solutions to Australian investors since 2001,” and that “it [Ralton] is a natural exponent of SMAs as a vehicle for delivering actively managed Australian equity exposure”.
Ralton Asset Management’s Head of Australian Equities, Andrew Stanley, said, “We’re obviously delighted with the ‘Recommended’ rating from Lonsec. The upgraded rating reflects Lonsec’s conviction in the quality of our investment team and process, and our ability to deliver this through SMA strategies.”
Sam Baillieu from Copia Investment Partners, Ralton’s parent, also commented, “This is a well-deserved result for Ralton. SMAs have been underutilised in Australia and, after 11 years as a specialist SMA provider, Ralton is now exceptionally well placed as investors and advisers discover the benefits of SMAs.”
At the end of August, the Ralton High Yield Australian Shares SMA had outperformed the S&P/ASX 300 Accumulation Index by 3.9% (returning 9.1% p.a.) over three years and 3.6% (returning 14% p.a.) over five years.
The portfolio’s objective is to provide investors with a consistent, tax-efficient and growing cash dividend yield, and long-term capital growth.