Ralton Asset Management | Copia Partners

Ralton Asset Management is our specialist Australian equities managed accounts provider led by Andrew Stanley.

Since 2012, we have worked in partnership to raise awareness among investors about the benefits of managed accounts.

Today, Ralton’s pioneering efforts and investment management capabilities continue to attract a growing number of retail and institutional clients into their portfolios: Ralton Australian Shares, Ralton High Yield Australian Shares, Ralton Smaller Companies and Ralton Leaders.

Strategy	Australian equity managed accounts
Inception	2005
Lead	Andrew Stanley, Head of Australian Equities
Location	Melbourne, Australia
Offering	Separately managed accounts (SMAs) Institutional mandates / Individually managed accounts (IMAs)

Andrew Stanley
Head of Australian
Equities

Will Riggall
Portfolio Manager

Gordon Ramsay
Senior Investment
Manager

Shannon Lambert
Investment Analyst

Concentrated portfolio of Australian companies in the S&P/ASX 300 Index or those among the largest 300 by market cap

Aims to provide long-term capital growth and some tax-effective income

Concentrated portfolio of Australian companies in the S&P/ASX 300 Index or those among the largest 300 by market cap

Seeks to provide a consistent, tax-efficient and growing cash dividend yield as well as long-term capital growth

Concentrated portfolio of small to mid-cap Australian companies not included in the S&P/ASX 50 Index

Aims to provide long-term capital growth and some tax-effective income

Portfolio of blue-chip Australian companies included in the S&P/ASX 100 Index or those among the largest 100 by market cap

Seeks to provide long-term capital growth and tax-effective income