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 after 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.

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

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