Dalton Nicol Reid joint winner of inaugural Separately Managed Account category at S&P’s Fund Awards

Friday, October 29 2010

Dalton Nicol Reid was today announced as joint inaugural winner, along with Ralton Asset Management, of the Separately Managed Account (“SMA”) category at Standard & Poor’s Fund Awards 2010.

“We’re absolutely delighted to have won, along with Ralton, the SMA category at the Standard & Poor’s Fund Awards,” said Dalton Nicol Reid chief executive officer, Harley Dalton. “We have been 100% committed to the managed account market for a decade and thus have developed significant expertise versus traditional unitised fund managers.”

Established in 2001 Dalton Nicol Reid specialises in delivering managed accounts for SMA platforms and high net worth investors in addition to investment mandates for institutional investors. Dalton Nicol Reid was one of three finalists in the newly created Separately Managed Account category at Standard & Poor’s annual asset management awards.

The SMA market is one of the fastest growing segments within the Australian financial services market with growth being driven by investors and financial advisers seeking alternatives to managed funds. In a recent report by Investment Trends, it is forecast that by 2014 15 per cent of new investments will be directed toward SMAs up from 3% in 2009.

“Our long-term investment performance is top quartile and we are completely committed across our entire business to delivering excellence in all that we do for clients,” said Mr Dalton. “Currently our portfolios are on most major SMA platforms and we expect another four or five major platforms to come to market over the next 12 to 18 months.”

Dalton Nicol Reid is a Brisbane-based asset-manager delivering client-focused, quality investment solutions to institutions, financial intermediaries and high net worth investors.

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IMPORTANT NOTE: This information has been prepared by DNR AFSL Pty Ltd ABN 39 118 946 400, an Australian Financial Services Licensee, Licence Number 301658. Whilst, Dalton Nicol Reid has used its best endeavours to ensure the information within this document is accurate it cannot be relied upon in any way and recipients must make their own enquiries concerning the accuracy of the information within. This document is not intended to provide you with personal advice and in providing this information, Dalton Nicol Reid has not taken into account your particular investment objectives, financial situation or needs. You should assess whether this information is appropriate for your particular needs, either by yourself or with your adviser. Dalton Nicol Reid expressly disclaims any responsibility or liability to anyone who acts or relies upon anything contained in, or omitted from, this document. Past performance is not indicative of future performance. Total returns shown are based on Dalton Nicol Reid’s model portfolio and have been calculated before taking Dalton Nicol Reid’s fees into account. No allowance has been made for taxation.
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