Investors in this portfolio are prepared to accept higher volatility in return for higher growth. The portfolio is high conviction, after-tax focused and invests for the medium-to-long term. The stock selection process has a strong bottom-up discipline and focuses on buying quality companies at reasonable prices. We define quality companies as being those companies with the following five attributes: earnings strength particularly improving return superior industry position strong management low environmental, social and governance ESG risk Where we are satisfied that a company possesses quality characteristics, then it is eligible for inclusion in the portfolio. However, it must also represent value and sit comfortably within our portfolio construction requirements.
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Product disclosure statements for financial products offered through InvestSMART can be downloaded from this website or obtained by contacting You should consider the product disclosure statement before making a decision about a product. All indications of performance returns are historical and cannot be relied upon as an indicator for future performance.
Brokerage costs are not included in this calculation. For more information about fees and costs, please see the Product Disclosure Statement and Investment Menu. The peer comparison figures have been sourced from Morningstar data and is therefore limited to the funds and investment products included in their database.
This may not include all funds available for retail investment in Australia. The peer calculation is inclusive of admin and management fees; excludes brokerage and no withdrawals have been made.
InvestSMART cannot determine whether or not franking has been included, nor if dividends have been reinvested. Historical performance is not a reliable indicator of future performance. Fees are calculated by Morningstar as the average over 10 years. Whilst every care has been taken in producing these numbers, InvestSMART does not guarantee the accuracy of the figures produced in the table. Fee data may not include all costs being charged such as platform and adviser fees.
DNR Capital Aus Eq High Conviction
Australian Equities High Conviction Portfolio