IOOF Investments awards Ralton institutional mandate
Boutique Australian equities value manager, Ralton Asset Management, has been awarded an institutional mandate by IOOF Investments.
“We are pleased to have been chosen by IOOF to manage large-cap Australian equities,” said Andrew Stanley, Ralton’s Head of Australian Equities.
“For Ralton, the mandate validates the strength of their team and consistency of performance over a long period,” said Sam Baillieu, Chief Executive Officer of Copia Investment Partners.
The mandate will see Ralton manage a concentrated portfolio of Australian shares within the S&P/ASX 300 Accumulation Index.
Commenting on Ralton’s appointment, Dan Farmer, portfolio manager at IOOF Investments said, “Ralton has a solid track record of generating strong, long-term returns for investors with a keen focus on delivering tax-effective income.”
“We are delighted to work with Andrew and his team and have them join our list of high calibre investment managers in our MultiMix line-up,” Farmer added.
Applying a value-oriented investment approach, Ralton manages a suite of long-only Australian equities portfolios on behalf of retail and institutional investors.
At 31 March 2016, Ralton’s flagship Australian equities portfolio delivered 3.13%, 5.20% p.a. and 3.50% p.a. over one, three and five years, respectively.
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