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.”
Recommended for you
Several wealth management companies have been shortlisted in the second annual Australian AI Awards program, which champions individuals and organisations pioneering Australian AI innovation.
Women are expected to inherit US$124 trillion through the intergenerational wealth transfer, but Capital Group has found they are twice as likely to rely on social media for advice over a financial adviser.
Challenger Investment Management has raised $350 million during the offer period for its new ASX-listed investment structure.
A week after Lonsec downgraded multiple funds from Metrics Credit Partners, rival research house Zenith Investment Partners has opted to retain its ratings for the same funds.