PORTFOLIO
Ralton Australian Equity ex 50
- Own shares – directly own shares in some of Australia’s growing companies
- Earn income – receive tax-effective income
- Grow wealth – potentially achieve long-term capital growth
- Save time – we professionally manage and administer your portfolio
Designed to provide long-term capital growth and some tax-effective income, the Ralton Australian Equity ex 50 managed account is a concentrated portfolio of quality small-cap Australian companies.
Features
| Manager | Ralton Asset Management |
| Inception date | February 2008 |
| Benchmark | S&P/ASX Small Ordinaries Accumulation Index |
| Objective |
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| Investment time frame | At least 5 years |
| Relative risk | High |
| Number of stocks | 25 – 40 |
| 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 |  |
The Zenith Investment Partners (ABN 27 103 132 672, AFS Licence 226872) (“Zenith”) rating (assigned ) referred to in this piece is limited to “General Advice” (s766B Corporations Act 2001) for Wholesale clients only. This advice has been prepared without taking into account the objectives, financial situation or needs of any individual, including target markets of financial products, where applicable, and is subject to change at any time without prior notice. It is not a specific recommendation to purchase, sell or hold the relevant product(s). Investors should seek independent financial advice before making an investment decision and should consider the appropriateness of this advice in light of their own objectives, financial situation and needs. Investors should obtain a copy of, and consider the PDS or offer document before making any decision and refer to the full Zenith Product Assessment available on the Zenith website. Past performance is not an indication of future performance. Zenith usually charges the product issuer, fund manager or related party to conduct Product Assessments. Full details regarding Zenith’s methodology, ratings definitions and regulatory compliance are available on our Product Assessments and at Fund Research Regulatory Guidelines.
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 Australian Equity ex 50 | -2.4% | 7.8% | -12.2% | 0.4% | 0.3% | 7.6% | 6.0% |
| S&P/ASX Small Ordinaries Accumulation Index | -3.7% | 7.5% | -18.4% | 1.4% | 2.9% | 5.1% | 2.0% |
| Outperformance | 1.4% | 0.2% | 6.1% | -1.0% | -2.6% | 2.4% | 4.0% |
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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