Dalton Nicol Reid wins Best SMA Portfolio 2014 by Lonsec

Friday, October 17 2014

Dalton Nicol Reid, boutique Australian investment manager, has been recognized for its work in Separately Managed Accounts (SMAs) at the prestigious 2014 Lonsec Awards.
Dalton Nicol Reid’s Australian Equities High Conviction Portfolio was the winner of the SMA Portfolio Award.
“It is great to win the accolades of our peers, and this is a fine tribute to the hard work of our team,” said Robert White, CEO of Dalton Nicol Reid.
The award was announced at the 2014 Lonsec Awards at the 12th annual SuperRatings Fund of the Year Awards Dinner in Sydney.
“We find that an increasing number of Australians are turning to Dalton Nicol Reid to deliver investment management expertise for their SMA platforms,” said White.

“We work in consultation with financial advisers to deliver an institutional quality turnkey asset management solution via an Individually Managed Account (IMA) or concentrated Australian equity portfolios via SMA.”

“We have a rigorous investment process proven through various market cycles and our IMA and SMA solutions are pioneering developments within Australian financial markets.”

“We work with some of the largest financial services groups, dealer groups and administration platforms to deliver proven investment management solutions.

“We have a professional investment team, with a track record for managing portfolios that have historically outperformed the market” said White.


About Lonsec

Lonsec empowers financial services professionals with disciplined, actionable investment research, securities services and strategies that add value to their client relationships. While the services offered have evolved over time, uncompromising quality and client focus remain paramount.

Today, the broader Lonsec Group continues to provide financial advisers, superannuation funds and investors with integrated market intelligence and investment services that ultimately help people to prosper. As Australia’s leading investment research house*, Lonsec Research provides in-depth, investigative investment research across a broad range of listed and unlisted investments. Our expert team of experienced investment analysts and consultants provide in-depth insight and analysis, practical asset allocation and portfolio construction advice.

Lonsec Stockbroking provides high quality securities services tailored to the needs of finance professional and decision makers, offering informed opinions on appropriate investment strategies, portfolio reviews, execution and model portfolios.

* Winner Money Management ‘Research House of the Year’ award 2010, 2011 and 2012


About Dalton Nicol Reid

Founded in 2001, Dalton Nicol Reid is an independent Australian investment management company that delivers client-focused, quality, investment solutions to institutions, advisers and individual investors.

Rated by both institutional and retail asset consultants for our specialist expertise in managing Australian equities, we are a pioneer in the delivery of individually and separately managed accounts in the Australian market. Our position as Australia’s leading provider of Individually Managed Accounts reflects our commitment to excellence and the value we place on partnering with clients to deliver quality investment solutions.

We aim to deliver investment out-performance. Our experienced and dedicated investment management team delivers clients an unparalleled level of service, be they large institutions, advisers or individual investors.

Dalton Nicol Reid is a signatory to the Principles for Responsible Investment (PRI).


For more information please contact:

ContactSimrita Virk
CompanyShed Media
Mobile0434 531172

Lonsec does not issue, sell, guarantee or underwrite this financial product. Go to www.lonsec.com.au for details of its ratings criteria.

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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