DNR Capital provides investment management expertise to Separately Management Account (SMA) platform providers. SMA’s are typically made available to intermediaries such as financial advisers. SMA’s are investment portfolios managed by DNR Capital, where the investor maintains beneficial ownership of the investments and both the end client, and the financial adviser get full transparency of the underlying assets.
How to access a DNR Capital SMA?
DNR Capital SMA portfolios are made available to financial advisers through a number of administrative platforms, including the following providers.
Please contact these providers directly for further information on how to invest and obtain legal documentation such as a Product Disclosure Statement and other important information.
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Australian Equities Socially Responsible Strategy
Portfolio Snapshot
Benchmark: S&P/ASX 200 Total Return Index
3.16% p.a.* outperformance since inception
Large & Mid cap
Socially responsible focus
15-30 stocks
Inception date - June 2006
Australian Equities Income Strategy
Portfolio Snapshot
Benchmark: S&P/ASX 200 Industrials Total Return Index
1.82% p.a.* outperformance since inception
7.43% p.a. gross income yield since inception
Growing $ income over time
15-30 stocks
Inception date - December 2007
Australian Equities High Conviction Strategy
Portfolio Snapshot
Benchmark: S&P/ASX 200 Total Return Index
3.12% p.a.* outperformance since inception
Large cap
Capital growth
15-30 stocks
Inception date - October 2002
Australian Emerging Companies Strategy
Portfolio Snapshot
Benchmark: S&P/ASX Small Ordinaries Total Return Index
13.38% p.a.* outperformance since inception
Small cap
Capital growth from smaller companies
20-45 stocks
Inception date - December 2017
*Past performance is not an indicator of future performance. No allowance has been made for taxation and fees are not taken into account.