“Zenith’s strong conviction in the Portfolio  is underpinned by DNR Capital’s robust investment process and high calibre investment team. Zenith believes the Portfolio- represents one of our premier investment options within the Australian shares asset class,” Zenith said in its report.

“We are delighted to receive this upgrade and recognition that our high conviction approach to investing provides strong results for investors,” DNR Capital’s Chief Investment Officer, Jamie Nicol, said.

“We are also pleased that Zenith have commended our collegiate investment process, which is conducted by myself and Scott Bender,” he added.  “We have both been at DNR Capital for more than two decades and I believe this experience and stability makes a difference to our investors.”

Offering investors a concentrated portfolio of its highest conviction stocks, the DNR Capital Australian Equities High Conviction Portfolio has posted an annualised return of 12.16% since its inception in October 2002, outperforming the S&P/ASX Total Return Index by 3.13%^[2] per annum.

“Zenith believes that DNR Capital’s portfolio construction process ensures that the Fund has a bias towards high-quality companies,” Zenith said.

“Zenith draws a high degree of confidence in DNR’s investment process, which has been consistently applied over the long term, producing impressive investment outcomes. “

The DNR Capital Australian Equities Socially Responsible Portfolio and the DNR Capital Australian Equities Income Portfolio and Fund^[3] retain their Recommended rating from Zenith.

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Notes:
[1] DNR Capital Australian Equities High Conviction Fund, ARSN 604 465 849, APIR PIM0028AU.
[2] Performance for the DNR Capital Australian Equities High Conviction Portfolio and is gross of fees as of 31 May 2024. Past performance is not indicative of future performance.
[3] DNR Capital Australian Equities Income Fund, ARSN 639 285 902, APIR PIM8302AU.

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