Dalton Nicol Reid receives accessibility boost

Thursday, October 17 2013

Lonsec “Recommended SMA ” rating and inclusion on Praemium SMA platform gives greater access to high-performing Australian equities manager.

Independent Australian investment management company Dalton Nicol Reid today announced that its Australian Equities High Conviction Portfolio has received a “Recommended SMA ” rating from investment research house Lonsec. The rating is an upgrade from the previous ‘Investment Grade’ rating received in March 2013. Additionally, Praemium has included the Australian Equities High Conviction model portfolio on its SMA platform offering.

“Lonsec believes the manager (Dalton Nicol Reid) offers a robust and highly repeatable investment process that has been a proven outperformer across the investment cycle.” In the three years to June 2013, the Model Portfolio has outperformed the Lonsec benchmark by 3.97% per annum before fees. Shorter-term performance has also been strong with the Model Portfolio outperforming the Lonsec benchmark by 5.38% for the year ended June 2013.

According to Lonsec, “Dalton Nicol Reid has many of the attributes it looks for in boutique managers, including a performance-driven culture and a strong alignment of interests between staff, investors and the firm”.

Lonsec also described Chief Investment Officer Jamie Nicol as an “astute and experienced investment professional” while his key Portfolio Manager Scott Bender is credited as being “a quality investment professional who has built a successful track record working alongside Nicol.”

Commenting on the rating, Dalton Nicol Reid CEO Harley Dalton said, “We are pleased to have received this rating, which reflects the team’s considerable experience in the SMA space and clear focus on consistently outperforming the market.”

The release of the Lonsec “Recommended SMA ” rating comes shortly after Praemium included the Dalton Nicol Reid Australian Equities High Conviction model portfolio on its SMA platform. Praemium Commercial Director Andrew Varlamos said Praemium has an open architecture business model and encourages the addition of quality boutique managers to its offering. “Dalton Nicol Reid has been a pioneer in the SMA sector and has built a considerable following amongst advisers seeking to give their clients transparent portfolios. We are very pleased to add Dalton Nicol Reid models to our platform,” Mr Varlamos said.

 

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About Dalton Nicol Reid

Dalton Nicol Reid is an independent Australian investment management company that delivers client-focused, quality investment solutions to institutions, intermediaries and high net worth investors. The basic foundation of the business is to put clients’ needs first and provide them with an unparalleled level of service, be they institutions or individual investors.

Dalton Nicol Reid has a rigorous investment process proven through various market cycles and its client-oriented Individually Managed Accounts (IMAs) and Separately Managed Accounts (SMAs) solutions are pioneering developments within Australian financial markets.

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.

LONSEC DISCLAIMER: The Lonsec Rating (assigned September 2013) presented in this document is published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421445. The Rating is a “class service” (as defined in the Financial Advisers Act 2008 (NZ)) or is limited to “General Advice” and based solely on consideration of the investment merits of the financial product(s). In New Zealand it must only be provided to “wholesale clients” (as defined in the Financial Advisers Act 2008 (NZ)). Past performance information is for illustrative purposes only and is not indicative of future performance. It is not a recommendation to purchase, sell or hold DNR Capital product(s), and you should seek independent financial advice before investing in this product(s). The Rating is subject to change without notice and Lonsec assumes no obligation to update the relevant document(s) following publication. Lonsec receives a fee from the Fund Manager for researching the product(s) using comprehensive and objective criteria.

For further information regarding Lonsec’s Ratings methodology, please refer to our website at:
https://www.lonsec.com.au/aspx/Public/Documents/Ratings%20Definitions.pdf

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