Friday, October 16 2020
Leading Australian equities investment manager, DNR Capital, recently announced that the newly launched DNR Capital Australian Equities Income Fund is now available to financial advisers via three leading investment platforms – Macquarie Wrap, Netwealth and HUB24.
The Fund, which is managed and led by Chief Investment Officer, Jamie Nicol and Portfolio Manager Scott Kelly, under the same investment guidelines as the underlying strategy, the Australian Equities Income Portfolio, seeks to provide income seeking investors with a growing dollar income which is becoming more important in the current low interest rate environment.
The Fund holds a portfolio of quality Australian companies and its aim is to provide sustainable and growing dividends over time. It has generated strong performance since its inception in March 2020 to 30 September 2020, having outperformed the S&P/ASX 200 Industrials Accumulation Index by 7.78%*.
Robert White, DNR Capital Chief Executive Officer said: “We are very pleased to see the increased interest in this Fund by financial advisers. The Fund was launched to provide a broader group of investors access to our investment capabilities and the inclusion on these key platforms certainly achieves that objective.”
“We expect the appeal for this Fund to grow in the current economic environment. A high conviction Fund, focused on sustainable and growing income generation, will increase the compound total return over time and will no doubt be attractive to retiree investors,” added Portfolio Manager Scott Kelly.
Lonsec Research awarded its highest rating – ‘Highly Recommended’ – to the DNR Capital Australian Equities Income Fund.
Learn more about the DNR Capital Australian Equities Income Fund here.
* Outperformance as at 30 September 2020 since inception of 11 March 2020.
IMPORTANT NOTE: The information relating to DNR Capital has been prepared by DNR Capital Pty Ltd, AFS Representative – 294844 of DNR AFSL Pty Ltd ABN 39 118 946 400, AFSL 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 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 your particular investment objectives, financial situation or needs, nor does it constitute investment advice. Before making any financial investment decisions you should obtain legal and taxation advice appropriate to your particular needs. DNR Capital will not be responsible or liable to anyone who acts or relies upon anything contained in, or omitted from, this document. Past performance is not indicative of future performance.