Portfolio update | June 2016
Despite Brexit-driven market volatility causing a market fall near the end of June, the S&P/ASX 300 Accumulation Index finished the quarter up 3.98%. The Healthcare and Materials sectors (largely resources) were the top performers for the period (both adding more than 10%), while the Consumer Staples sector was the only one to record a negative return for the quarter.
Across Ralton's portfolios, Aristocrat Leisure added significant value following a 20% upgrade to profit guidance for the 2016 financial year. Sonic Healthcare also added value.
June 2016 reports
- Ralton Australian Shares
- Ralton High Yield Australian Shares
- Ralton Leaders
- Ralton Smaller Companies