DNR Capital has been announced as a finalist in the annual Morningstar Australia Awards, with the winner being announced on 23 February 2023. DNR Capital is a finalist in the Overall Fund Manager of the Year category, and across:
- the Australia Large Cap Equities category for the DNR Capital Australian Equities High Conviction Fund
- the Australian Small Cap Equities category for the DNR Capital Australian Emerging Companies Fund
The annual awards program, now in its 23rd year, recognise and celebrate the best of the Australian fund management profession who are selected by Morningstar’s research analysts.
DNR Capital’s Chief Executive Officer, Robert White says: “We are proud and honoured to be recognised by Morningstar both in the overall category and the individual large and small cap categories. In a year that has seen market volatility and economic uncertainty, we continue to demonstrate the ability to deliver strong performing Funds.”
Award finalists are determined by a combination of qualitative research by Morningstar’s manager research analysts; risk adjusted medium to long term performance track records; and performance in the 2022 calendar year.
Both the DNR Capital Australian Equities High Conviction Fund and the DNR Capital Australian Emerging Companies Fund are rated ‘Silver’ by Morningstar.
This document 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. 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. Investment in the DNR Capital Australian Equities High Conviction Fund or the DNR Capital Australian Emerging Companies Fund (the Funds) 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 issuer of the PDS for the Funds. An investor should obtain and read the PDS and target market determination and consider their circumstances before making any investment decision. The PDS and target market determination are available at the Funds’ 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 on 07 3229 5531. This material is general information only and not an investment recommendation. Total returns shown for the DNR Capital Australian Emerging Companies Fund have been calculated using exit prices after taking into account all of Perpetual’s ongoing fees and assuming reinvestment of distributions. No allowance has been made for taxation. Past performance is not indicative of future performance. The Manager or The Trust Company (RE Services) Limited does not guarantee the repayment of capital from the Funds or the investment performance of the Funds. An investment in the Funds fund is subject to investment risk including loss of some or all of an investor’s principal investment and lower than expected returns.
The Awards are copyrighted to Morningstar. Analyst Ratings and Award nominees and winners are subjective in nature and should not be used as the sole basis for investment decisions. Analyst Ratings are based on Morningstar’s current expectations about future events and therefore involve unknown risks and uncertainties that may cause Morningstar’s expectations not to occur or to differ significantly from what was expected. Morningstar does not represent its Analyst Ratings to be guarantees nor should they be viewed as an assessment of a fund’s or the fund’s underlying securities’ creditworthiness. The references above should not be considered a solicitation by Morningstar to buy securities. ©2023 Morningstar, Inc. All Rights Reserved.