Ralton Dividend Builder
- Own shares – directly own shares in some of Australia’s best-known companies
- Earn income – receive regular tax-effective income
- Grow wealth – potentially achieve long-term capital growth
- Save time – we professionally manage and administer your portfolio
Designed to provide consistent, tax-efficient and growing cash dividend yield as well as long-term capital growth, the Ralton Dividend Builder managed account is a concentrated portfolio of mid and large-cap Australian companies.
Features
| Manager | Ralton Asset Management |
| Inception date | February 2008 |
| Benchmark | S&P/ASX 300 Accumulation Index |
| Objective |
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| Investment time frame | At least 5 years |
| Relative risk | High |
| Number of stocks | 25 – 35 |
| Suitable investors |
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| Using this portfolio | As an Australian equities portfolio, this portfolio will generally sit within the growth assets component of a balanced portfolio |
Platforms & Ratings
| Platform availability |       |
| Ratings |  |
Performance
| To 31 December 2022 | 1 Mth | 3 Mths | 1 Yr | 3 Yrs (p.a.) | 5 Yrs (p.a.) | 10 Yrs (p.a.) | Since incep (p.a.) |
|---|---|---|---|---|---|---|---|
| Ralton Dividend Builder | -2.7% | 9.0% | 3.8% | 4.6% | 5.6% | 9.3% | 7.4% |
| S&P/ASX 300 Accumulation Index | -3.3% | 9.1% | -1.8% | 5.5% | 7.1% | 8.6% | 5.9% |
| Outperformance | 0.6% | -0.2% | 5.6% | -0.9% | -1.5% | 0.7% | 1.5% |
Performance is based on a model portfolio and is gross of investment management and administration fees, but net of transaction costs. The total return performance figures quoted are historical and do not allow the effects of income tax or inflation. Total returns assume the reinvestment of all portfolio income. Past performance is not a reliable indicator of future performance.
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