Tuesday, February 07 2017
DNR Capital, a leading fund manager, today announced that its Australian Equities High Conviction Fund is now available to financial advisers via Macquarie Wrap and netwealth, two leading investment and super platforms.
The fund offers investors a concentrated exposure to Australian equities, typically 20 to 25 stocks, with a strong bottom-up discipline that focuses on buying quality companies at reasonable prices.
DNR Capital has a long and successful track record managing individual and separately managed accounts. This fund is based on the successful 14-year track record of the DNR Capital Australian Equities High Conviction strategy that was previously only available through DNR Capital’s SMAs (Separately Managed Accounts) and IMAs (Individually Managed Accounts).
The fund, since its inception in June 2015, has returned 10.48%p.a. against the ASX200 Accumulation of 5.97% p.a., representing a 4.51% out-performance of its benchmark at 31 December 2016.
Robert White, DNR Capital Chief Executive Officer said that “the firm is very pleased to see the take-up of the fund by advisers and investors. We launched the fund to provide access to our investment capabilities to a broader group of investors and the inclusion on these platforms and other key platforms certainly achieves that objective”.
Jamie Nicol DNR Capital Chief Investment Officer said “The fund is currently positioned around some key thematics. We have a high exposure to US-exposed companies, are underweight stocks benefiting from lower interest rates, are overexposed to companies that benefit from infrastructure stimulus, and remain invested in quality companies with pricing power.”
The fund was awarded a “RECOMMENDED” rating by Zenith and is also available on other major platforms.
About DNR Capital
Founded in 2001, DNR Capital is an independent Australian investment management company that delivers client-focused, quality, investment solutions to institutions, advisers and individual investors. DNR Capital is a signatory to the Principles for Responsible Investment (PRI).
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IMPORTANT NOTE: The information relating to DNR Capital has been prepared by DNR AFSL Pty Ltd ABN 39 118 946 400, an Australian Financial Services Licensee, Licence Number 301658. 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 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, DNR Capital 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. DNR Capital 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.
The Zenith Investment Partners (“Zenith”) Australian Financial Services License No. 226872 rating (assigned June 2016) referred to in this document is limited to “General Advice” (as defined by the 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. 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. Zenith usually charges the product issuer, fund manager or a related party to conduct Product Assessments. Full details regarding Zenith’s methodology, ratings definitions and regulatory compliance are available on our Product Assessment’s and at https://www.zenithpartners.com.au/RegulatoryGuidelines