Leading industry super fund awards a significant mandate to Dalton Nicol Reid

Tuesday, June 02 2015

Energy Super, with over $5.8 billion in funds under management, has awarded a circa $400 million Australian equities mandate to Dalton Nicol Reid, a boutique Australian equity investment manager.

Energy Super’s Chair Mark Williamson said the mandate was part of the Fund’s strategy to work with investment managers that added value.

“Dalton Nicol Reid were able to exhibit the outstanding qualities needed to achieve investment success, including robust corporate governance, realistic strategies to achieve returns, an ease of administration, and effective cost management,” he said.

“We look forward to an ongoing and successful partnership that helps us deliver consistent and above average returns to our members.”

Dalton Nicol Reid CEO Robert White said this win demonstrated the confidence institutional investors had in the firm’s ability to deliver long-term investment performance.

“Our strong focus on quality enhances returns when combined with a thorough valuation overlay,” he said.

“This process combined with good alignment within the professional investment team has helped create a track record for managing portfolios that have historically outperformed the market.”

“This mandate is a clear signal to the investment community that high quality active Australian Equities Managers will continue to be trusted to strengthen returns for members.  Australian super funds have historically invested circa 30% of their funds in Australian Equities and the ability to deliver outperformance in this important segment will be highly valued.”

The Dalton Nicol Reid flagship Australian Equities High Conviction Portfolio posted a 4.4% outperformance of its S&P ASX200 benchmark for the year ended 30 April 2015 with 12 year outperformance of 4.0%pa.


About Dalton Nicol Reid

Founded in 2001, Dalton Nicol Reid is an independent Australian investment management company that delivers client-focused, quality, investment solutions to institutions, advisers and individual investors.  Dalton Nicol Reid has been recognized for its work in Separately Managed Accounts (SMAs) at the prestigious 2014 Lonsec Awards.  Dalton Nicol Reid is a signatory to the Principles for Responsible Investment (PRI).


About Energy Super

Energy Super is a platinum-rated* $5.8 billion industry super fund providing retirement planning solutions to around 48,000 of its members across Australia. It is one of Australia’s leading industry super funds for the energy industry, but is also open to all Australians. It offers superannuation, insurance and income stream products, along with access to financial advice.

Energy Super has been ranked by SuperRatings an equal 8th in Australia’s top 10 performing balanced options. SuperRatings figures show the average annual returns over the past three years have reached 12 per cent — more than nine per cent above inflation.

For more information please contact:

ContactSimrita Virk
CompanyShed Media
Mobile0434 531172
ContactMatthew Hart / Celeste Greinke BBS
CompanyEnergy Super Media
Mobile07 3221 6711
IMPORTANT NOTE: This information has been prepared by DNR AFSL Pty Ltd ABN 39 118 946 400, an Australian Financial Services Licensee, Licence Number 301658. Whilst, Dalton Nicol Reid 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, Dalton Nicol Reid 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. Dalton Nicol Reid 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. Total returns shown are based on Dalton Nicol Reid’s model portfolio and have been calculated before taking Dalton Nicol Reid’s fees into account. No allowance has been made for taxation.

* Rating provided by SuperRatings Pty Ltd (ABN 95 100 192 283 AFSL 311880) and Rainmaker Information Pty Ltd (ABN 86 095 610 996). Ratings are only one factor to be

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