DNR Capital Australian Emerging Companies Fund added to new platforms

Monday, August 02 2021

DNR Capital recently announced the inclusion of the DNR Capital Australian Emerging Companies Fund1, to AMP’s flagship wrap platform, MyNorth and Colonial First State’s FirstWrap platform.

The Fund has posted returns2 of 18.22%p.a. since its inception in August 2018, outperforming the S&P/ASX Small Ordinaries Accumulation Index by 9.65%p.a.

The Fund offers investors a concentrated exposure to Australian small companies. The Fund’s investment process takes a long-term approach, identifying high quality small cap companies trading at attractive valuations. Sam Twidale and Mark Sedawie are the Portfolio Managers for the Fund, which consists of between 20 and 45 of their highest conviction ideas.

Robert White, CEO of DNR Capital adds: “We are very pleased to see this Fund added to these leading platforms, increasing its availability for financial advisers. We are now in a position to provide access to the Fund on nine different wrap platforms.

“We are seeing strong interest in this Fund and are encouraged by the support from consultants, advisers and investment platforms. DNR Capital has generated a consistent track record of outperformance in large caps over the last 18 years, and the performance of this Fund since launching has validated our reason for entering the small cap space.”

Sam Twidale, Portfolio Manager for the DNR Capital Australian Emerging Companies Fund says: “We back quality small cap companies because we believe they can successfully reinvest capital and achieve pricing power that allows them to grow above inflation.

“Additionally, these companies have strong balance sheets that allow them to ride out cycles, along with providing strategic optionality.

“We believe the Australian small cap sector is a particularly inefficient part of the market, providing significant opportunities to add value from applying a consistent and proven investment process. We believe our quality discipline is proving to be more relevant to this part of the market, especially as investors focus on the prospect of a strong recovery from the coronavirus pandemic combined with significant pent-up demand and rebound of the global economy over coming quarters,” notes Twidale.

For more information please visit: https://dnrcapital.com.au/financial-advisers/ec-adviser-managed-fund/

1 DNR Capital Australian Emerging Companies Fund, ARSN 627 783 957.
2 Performance is net of fees as at 30 June 2021.


IMPORTANT NOTE: This media release has been prepared and issued by DNR Capital Pty Ltd, AFS Representative – 294844 of DNR AFSL Pty Ltd ABN 39 118 946 400, AFSL 301658. It is general information only and is not intended to be a recommendation to invest in any product or financial service mentioned above. Whilst DNR Capital has used its best endeavours to ensure the information within this document is accurate it cannot be relied upon in any way and you must make your own enquiries concerning the accuracy of the information within. The information in this document has been prepared for general purposes and does not take into account the investment objectives, financial situation or needs of any particular person nor does the information constitute investment advice. Before making any financial investment decisions you should obtain legal and taxation advice appropriate to your particular needs. Total returns shown are based on DNR Capital’s model portfolio and have been calculated before taking DNR Capital’s fees into account. No allowance has been made for taxation. Investment in the DNR Capital Australian Emerging Companies Fund can only be made on completion of all the required documentation. The Trust Company (RE Services) Limited ABN 45 003 278 831 AFSL No 235150 (as part of the Perpetual Limited group of companies) is the responsible entity and issuer of units and the PDS for the Fund. An investor should obtain and read the PDS and consider their circumstances before making any investment decision. The PDS is available at the Fund website at www.dnrcapital.com.au/invest, or a paper copy can be obtained, free of charge, upon request by calling DNR Capital Pty Ltd (‘Manager’), the investment manager of the Fund. This material is general information only and not an investment recommendation. The Manager or The Trust Company (RE Services) Limited does not guarantee the repayment of capital from the Fund or the investment performance of the Fund. An investment in this fund is subject.

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