Awards & Ratings

Our specialist expertise in managing Australian equities is well recognised in the industry.

Awards

Overall Fund Manager of the Year
Morningstar Australia Awards Finalist 2022
Fund Manager of the Year - Domestic Equities - Small Caps
Morningstar Australia Awards Finalist 2022
Winner
Money Management SMA Manager of the year 2020
IMAP Managed Accounts Awards
Australian Equities 2019 Finalist
IMAP Managed Accounts Awards
Australian Equities 2018 Finalist
Winner
Money Management/Lonsec SMA Portfolio award 2017
Money Management/Lonsec SMA
Manager of the Year 2016 Finalist
Money Management/Lonsec SMA
Manager of the Year 2015 Finalist
Golden Bull Award Finalist
in 2014 Australian Fund Manager Awards
Winner
Best SMA Portfolio 2014 by Lonsec
Golden Calf Award Finalist
in 2011 Australian Fund Manager Awards

Ratings

DNR Capital Australian Equities High Conviction Portfolio

“The strategy benefits from a clearly articulated and robust investment approach which has produced strong long-term outcomes.”
Rated Highly Recommended by Lonsec Research
“We draw confidence from DNR Capital's extensive track record managing the strategy.”
Rated Recommended by Zenith

DNR Capital Australian Equities High Conviction Fund

“The strategy benefits from a clearly articulated and robust investment approach which has produced strong long-term outcomes.”
Rated Highly Recommended by Lonsec Research
“Zenith's conviction in the Fund is underpinned by the high calibre and stability of DNR's investment team.”
Rated Recommended by Zenith

DNR Capital Australian Equities Socially Responsible Portfolio

"Robust and repeatable investment process, underpinned by performance-driven investment culture."
Rated Recommended by Lonsec
“Zenith's conviction in the Portfolio is underpinned by the high calibre and stability of DNR's investment team.”
Rated Recommended by Zenith

DNR Capital Australian Equities Income Portfolio

“The strategy benefits from a clearly articulated and robust investment approach which has produced strong long-term outcomes.”
Rated Highly Recommended by Lonsec Research
“Zenith notes that DNR was one of the pioneers of the SMA structure and remains the largest SMA provider in the Australian market place.”
Rated Recommended by Zenith

DNR Capital Australian Equities Income Fund

“The Fund applies the same investment strategy as DNR’s existing SMA which is well regarded by Lonsec, and has produced strong long-term outcomes.”
Rated Highly Recommended by Lonsec Research
“Zenith believes Nicol and Kelly are astute investors and that the investment team is well resourced to manage the Fund.”
Rated Recommended by Zenith

DNR Capital Australian Emerging Companies Fund

“The investment approach has been tested during a challenging market environment and has delivered strong results since launch.”
Rated Recommended by Lonsec Research
“Since DNR Capital’s investment philosophy and process have been applied to the smaller companies segment of the market, impressive results have been achieved."
Rated Recommended by Zenith

Disclaimer

The rating issued 10/2021 DNR Capital Australian Equities High Conviction Portfolio, 10/2021 DNR capital Australian Equities Income Portfolio, 10/21 DNR Capital Australian Equities Socially Responsible Portfolio, 09/2021 DNR Capital Australian Equities High Conviction Fund, 09/2021 DNR Capital Australian Equities Income Fund & 08/2021 DNR Capital Australian Emerging Companies Fund are published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421 445 (Lonsec). Ratings are general advice only, and have been prepared without taking account of your objectives, financial situation or needs. Consider your personal circumstances, read the product disclosure statement and seek independent financial advice before investing. The rating is not a recommendation to purchase, sell or hold any product. Past performance information is not indicative of future performance. Ratings are subject to change without notice and Lonsec assumes no obligation to update. Lonsec uses objective criteria and receives a fee from the Fund Manager. Visit lonsec.com.au for ratings information and to access the full report. © 2021 Lonsec. All rights reserved.

The Zenith Investment Partners (ABN 27 103 132 672, AFS Licence 226872) (“Zenith”) rating (assigned to the DNR Capital Australian Equities High Conviction Portfolio 06/2021, to the DNR Capital Australian Equities High Conviction Fund 06/2021, to the DNR Capital Australian Equities Socially responsible Portfolio 06/2021, to the DNR Capital Australian Equities Income Portfolio 06/2021, to the DNR Capital Australian Equities Income Fund 06/2021, to the DNR Capital Australian Emerging Companies Fund 02/2021) referred to in this website is limited to “General Advice” (s766B Corporations Act 2001) for Wholesale clients only. This advice has been prepared without taking into account the objectives, financial situation or needs of any individual, including target markets of financial products, where applicable, and is subject to change at any time without prior notice. It is not a specific recommendation to purchase, sell or hold the relevant product(s). Investors should seek independent financial advice before making an investment decision and should consider the appropriateness of this advice in light of their own objectives, financial situation and needs. Investors should obtain a copy of, and consider the PDS or offer document before making any decision and refer to the full Zenith Product Assessment available on the Zenith website. Past performance is not an indication of future performance. Zenith usually charges the product issuer, fund manager or related party to conduct Product Assessments. Full details regarding Zenith’s methodology, ratings definitions and regulatory compliance are available on our Product Assessments and at Fund Research Regulatory Guidelines.