DNR Capital fund ‘approved’ by Zenith
DNR Capital has announced that its Australian Emerging Companies Fund has received an ‘approved’ rating from Zenith Investment Partners and ‘investment grade’ from Lonsec.
The fund, which was available to advisers on a several platforms (Netwealth, HUB24 and Praemium), was launched last year and offered investors a concentrated exposure to Australian small companies.
Lonsec praised the fund for its bottom up stock selection approach while Zenith rated highly the fact that the investment team adopted broad research coverage.
“Although Twidale and Sedawie are responsible for the research coverage of all companies in the Fund's smaller companies universe, they draw upon the insights of the broader investment team. Zenith believes this is a positive for the Fund,” Zenith reported.
“We are seeing growing interest in this Fund and are encouraged by the support from consultants, advisers and investment platforms that have listed the Fund to their investment menu,” DNR Capital’s chief executive, Robert White, said.
“DNR Capital has generated a consistent track record of outperformance over the last 16 years, and we are confident of repeating this in the small cap sector.”
AUTHOR
Oksana Patron
Recommended for you
Selfwealth has provided an update on the status of its scheme implementation deed with Bell Financial Group as well as whether rival bidder Svava remains in the picture.
Magellan Financial Group has reported its first half FY25 results while appointing a new chief financial officer and promoting Sophia Rahmani to chief executive.
Schroders Australia has launched two active ETFs and plans to further expand its listed range over the year ahead.
Platform Netwealth has reported its financial results for the first half of FY25, reporting an 80 per cent increase in net flows, with its CEO viewing a “huge opportunity” from private assets.
