DNR Capital is pleased to announce the inclusion of the DNR Capital Australian Equities Income Fund1, in the Netwealth Super menu.
The Fund has posted returns2 of 20.70%p.a. since its inception in March 2020, outperforming the S&P/ASX 200 Industrials Accumulation Index by 9.89%p.a.
The Fund offers investors a concentrated exposure to sustainable dividend and capital growth. The Fund’s investment process takes a long-term approach, identifying high quality companies trading at attractive valuations. Scott Kelly and Jamie Nicol are the Portfolio Managers for the Fund, which consists of between 15 and 30 of their highest conviction ideas.
Robert White, CEO of DNR Capital adds: “We are very pleased to see the Fund added to this leading platform, increasing its availability for financial advisers. We are now in a position to provide access to the Fund on nine different platforms.
“There has been strong interest in this Fund and we are encouraged by the support from consultants, advisers and investment platforms.”
Portfolio Manager, Scott Kelly, says: “Assessing a company’s dividend sustainability is core to our Income Fund. We look for quality companies that can demonstrate the ability to sustain and grow dividends over time, whilst also delivering on capital growth.”
To learn more about the Fund, please visit the DNR Capital Australian Equities Income Fund.
1 DNR Capital Australian Equities Income Fund, PIM8302AU.
2 Performance is net of fees as at 31 May 2022.
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 Equities Income 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 TMD and consider their circumstances before making any investment decision. The PDS and TMDs are 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 to investment risk including loss of some or all of an investor’s principal investment and lower than expected returns.