Lonsec retains ‘Highly Recommended SMA’ rating for DNR Capital

Monday, September 07 2020

Lonsec Research (Lonsec), a leading investment research house, has once again awarded the highest rating – ‘Highly Recommended’ – to two DNR Capital investment products – the DNR Capital Australian Equities High Conviction Portfolio and DNR Capital Australian Equities Income Portfolio.

The DNR Capital Australian Equities High Conviction Portfolio (’the Model Portfolio’) is a concentrated, ‘long only’ Australian equities product.

Lonsec notes: “At different points, Lonsec has observed the strategy to exhibit both ‘growth’ and ‘value’ characteristics depending on the opportunity set and prevailing market conditions. The objective is to outperform the S&P/ASX 200 Accumulation Index (’the Benchmark’) by 4.0% p.a. (before fees) over rolling three-year periods.”

“Lonsec has maintained the Model Portfolio’s ’Highly Recommended SMA’ rating. Lonsec considers CIO, Jamie Nicol to be an astute investor with a wealth of experience who is ably supported by Scott Bender. Furthermore, the strategy benefits from a clearly articulated and robust investment approach which has produced strong long-term outcomes. Lonsec also highlights the significant level of staff co-investment and equity ownership as further positives.”

Lonsec also notes: “the core team remains stable with Nicol and Bender holding one of the longest tenured partnerships in the sector.”

The DNR Capital Australian Equities Income Portfolio is also a ‘long only’ Australian equities product comprised of companies that provide a growing, sustainable dividend yield and growth potential.

The objective is to outperform the S&P/ASX 200 Industrials Index (’the Benchmark’) and deliver higher levels of income over a rolling three-year period before fees, irrespective of market direction. The underlying investment philosophy centres on six ‘quality’ factors which the Manager believes contributes to medium-to-long term outperformance: earnings strength; superior industry position; a sound balance sheet; strong company management; income sustainability / growth; and low ESG risk.

Lonsec reports: “Lonsec has maintained the Model Portfolio’s ’Highly Recommended SMA’ rating. Lonsec considers CIO, Jamie Nicol to be an astute investor with a wealth of experience who is ably supported by Scott Kelly.”

Lonsec notes the products’ “high calibre portfolio managers’ who are strongly aligned to the performance of the Model Portfolio.”

DNR is a long-established participant in the SMA market segment having offered individual and SMA solutions to Australian investors since 2001.

Lonsec notes: “The Manager’s considerable experience in this space makes it a natural exponent of SMAs as a vehicle for delivering actively managed Australian equity exposure.”

These products are currently available on the following platforms: AMP Personalised Portfolio, CFS Wrap, BT Panorama, BT Direct, Hub24, Macquarie Wrap, Mason Stevens, Netwealth, OneVue, Powerwrap and Praemium. These investment strategies are also available to investors via a managed fund.

DNR Capital was recently awarded the Money Management Australia Fund Manager Award for the best Australian Equities SMA 2020.

Learn more about DNR Capital’s Australian Equities High Conviction Portfolio or DNR Capital Australian Equities Income Portfolio or email info@dnrcapital.com.au to chat to a member of our distribution or client services team.

 

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.

The rating for the DNR Capital Australian Equities High Conviction Portfolio SMA issued July 2020 and the DNR Capital Australian Equities Income Portfolio SMA issued July 2020 are published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421 445 (Lonsec). Ratings are general advice only, and have been prepared without taking account of your objectives, financial situation or needs. Consider your personal circumstances, read the product disclosure statement and seek independent financial advice before investing. The rating is not a recommendation to purchase, sell or hold any product. Past performance information is not indicative of future performance. Ratings are subject to change without notice and Lonsec assumes no obligation to update. Lonsec uses objective criteria and receives a fee from the Fund Manager. Visit lonsec.com.au for ratings information and to access the full report. © 2020 Lonsec. All rights reserved.

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