DNR Capital Australian Equities High Conviction Portfolio

This portfolio may suit you if you seek a long-term investment focused on achieving growth, with less focus on generating excess income.

Portfolio allocation

DNR Capital Australian Equities High Conviction Portfolio allocation

Key features

  • $25,000 Min initial amount

Objectives icon

The portfolio's objectives

To deliver outperformance relative to the benchmark by 4% p.a. before fees over a rolling three year period.

Investments icon

The portfolio's investments

Predominantly securities within the S&P/ASX 200 Index.

Manager icon

About the portfolio manager

DNR Capital Pty Ltd (‘DNR Capital’) is an Australian investment management company that delivers client-focused investment solutions to institutions, advisers and individual investors.

Founded in 2001, DNR Capital specialises in the delivery of individually and separately managed accounts in the Australian market and aims to deliver investment outperformance to investors.

DNR Capital is an Authorised Representative of DNR AFSL Pty Ltd ABN 39 118 946 400 AFSL Number 301658. DNR Capital is a signatory to the Principles for Responsible Investment (‘PRI’).

Fees

$60 + 0.5% + 0.80% + 0.11% to 0.18%^
BT Invest administration cost (p.a.) Management costs (p.a.) Transaction costs

^ Generally between 0.11% and 0.18% of the transaction amount but may be as high as 0.20%.
For further information see the Fees & Costs section of the BT Investor Guide.

 

For example, if you made a managed portfolio investment of $25,000 during the year, you'd pay:

$185 p.a. + $200 p.a. + $27.50*
BT Invest administration cost (p.a.) Management costs (p.a.) Transaction costs

* The example assumes a transaction cost rate of 0.11%.

New to investing or want an expertly managed portfolio? You may like to consider one of five Ready-made managed portfolio options

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