Dalton Nicol Reid added to AMP’s PPS model portfolios

Tuesday, May 11 2010

Dalton Nicol Reid’s Australian Equities High Conviction portfolio has been added to the Model Portfolios on AMP’s Personalised Portfolio Service (“PPS”).

“We’re delighted to have had our High Conviction portfolio added to AMP’s PPS model portfolios,” said Harley Dalton, chief executive officer at Dalton Nicol Reid. “Our High Conviction portfolio is rated by Standard & Poor’s and has consistently outperformed the market since inception.”

Dalton Nicol Reid’s High Conviction portfolio which is style neutral and holds between 15 and 25 Australian-listed equities has outperformed the market by 3.5 per cent since inception in 2002. The portfolio has been added to six of AMP’s model portfolios suitable for investors in the accumulation stage.

“The addition to AMP’s PPS model portfolios highlights the importance of SMA platforms using investment managers that are experienced in managing SMA portfolios,” said Mr Dalton. “The market for SMAs continues to grow however many traditional asset managers don’t yet understand that managing an SMA is vastly different to managing a traditional unitised managed fund.”

AMP’s Personalised Portfolio Service offers a service that brings together model SMA portfolios, managed funds, listed securities and cash.

Dalton Nicol Reid is an independent Australian investment manager that delivers 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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