Dalton Nicol Reid joins HUB24 managed account platform

Wednesday, December 16 2009

Dalton Nicol Reid has joined a select number of asset managers on the new HUB24 managed account administration platform.

Established in 2007 the HUB24 platform, delivers an efficient, reliable and cost effective administration platform for managed accounts.

“We have been examining HUB24 for some time,” said Harley Dalton, chief executive of Dalton Nicol Reid. “HUB24 provides a robust technology solution, sound business model and makes the provision of managed accounts efficient for asset managers, advisers and investors.”

Dalton Nicol Reid has made available on the HUB24 platform four portfolios including its Australian equities growth, income and ethical portfolios as well as its listed property trust model.

“We believe HUB24 provides advisors and investors with a very positive separately managed account investment experience, including performance, tax benefits and transparency,” said Mr Dalton. “It is this type of investment experience that will see managed account platforms increasingly challenge traditional wraps and platforms.”

Dalton Nicol Reid’s flagship “Incrementus” growth portfolio that is now available on HUB24, was recently rated by S&P and has consistently delivered superior, risk adjusted performance, outperforming the S&P ASX 200 Accumulation Index over five years by 4 per cent (after fees).

Established in 2001, Dalton Nicol Reid is one of Australia’s most experienced, and one of the largest, independent Managed Account providers delivering leading investment management capabilities and an in-house platform for institutions and high net worth investors.

Dalton Nicol Reid has approximately $550 million under management as at end of November 2009.


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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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