Standard & Poor’s upgrades Dalton Nicol Reid to 4 stars

Thursday, September 01 2011

Dalton Nicol Reid’s Australian Equities High Conviction portfolio has been upgraded to 4 stars by Standard & Poor’s. Dalton Nicol Reid, the joint winner of the 2010 S&P SMA Fund Awards was the only SMA investment manager to be upgraded of the 12 managers reviewed.

“We’re delighted to have had our High Conviction portfolio upgraded to 4 stars,” said Harley Dalton, chief executive officer at Dalton Nicol Reid.

“Our High Conviction portfolio has consistently outperformed the market since inception and it is encouraging that S&P have recognised the strength of our investment process. We have been managing money successfully for 10 years and gaining momentum in both the wholesale and institutional markets and this upgrade will further increase investor confidence in our capability.”

Dalton Nicol Reid’s Australian Equities High Conviction portfolio, which is style neutral and holds between 15 and 25 shares, has outperformed the market by 6.35 per cent over 3 years to 31 July 2011.

Standard & Poor’s Fund Services analyst Rodney Lay said: “Since our inaugural SMA sector review in 2010, the SMA sector has continued to grow, specifically by funds inflow, number of managers, the variation of investment strategies, and platform availability.”

“I believe we will see significant growth in the managed account sector in the next 5 years as investors and their advisers become aware of the undeniable benefits of having ownership of the underlying assets” said Dalton.

Dalton Nicol Reid is a Brisbane-based boutique asset-manager delivering client-focused, quality investment solutions to institutions, financial intermediaries and high net worth investors.



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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.
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