Portfolios

Direct Ownership, Transparent, Tax Efficient

  • Own shares in some of Australia’s best known and growing companies
  • Earn tax-effectve income
  • Potentally achieve long-term capital growth
  • Save tme and effort as we professionally manage the portolio on your behalf

Our managed accounts allow you to own shares directly in some of Australia’s best-known, and growing companies.

For institutional investors, you can access our Australian equity investment management expertise through individual mandates.

Designed to deliver long-term capital growth with some tax-effective income, the Ralton Australian Shares managed account is a concentrated portfolio of mid and large-capitalisation Australian companies that offer attractive value relative to the market.

Designed to provide consistent, tax-effcient and growing cash dividend yield as well as long-term capital growth, the Ralton High Yield Australian Shares managed account is a concentrated portolio of mid and large-cap Australian companies.

Invested in well-known, blue-chip Australian companies, the Ralton Leaders managed account seeks to deliver superior long-term capital growth and tax-effective income

Designed to provide long-term capital growth and some tax-effective income, the Ralton Smaller Companies managed account is a concentrated portfolio of quality small-cap Australian companies.