Dalton Nicol Reid

Dalton Nicol Reid is an independent Australian investment manager that delivers client-focused, quality investment solutions to institutions, intermediaries and high net worth investors.

The basic foundation of our business is to put our clients’ needs first and provide them with an unparalleled level of service, be they institutions or individual investors.

We have a rigorous investment process proven through various market cycles and our client-oriented Individually Managed Account (IMA) and Separately Managed Account (SMA) solutions are pioneering developments within Australian financial markets.

CERTIFICATION DETAILS

Certified by RIAA since: 2008

Certified product

Dalton Nicol Reid Australian Equities Socially Responsible Portfolio (previously: Dalton Nicol Reid Max Virtus Australian Equities High Conviction Ethical Growth Portfolio)

    Responsible investment methodology

    Read the methodology used by Dalton Nichol Reid to create their Australian Equities Socially Responsible Portfolio.

    Stocks in the portfolio

    View the stocks in the portfolio of their Astralian Equities Socially Responsible Portfolio.

    Past performance

    View the past performance of their Australian Equities Socially Responsible Portfolio.

    CONTACT DETAILS

    Mark Sedawie
    Investment Analyst
    Dalton Nicol Reid
    Level 14, 388 Queen Street, Brisbane QLD 4000
    Phone: 07 3004 0607
    Email: mark.sedawie@dnr.com.au
    Website: www.dnr.com.au
    DISCLAIMER: This information has been prepared by RIAA based on material provided by Dalton Nicol Reid. While it is provided to assist you in finding a fund manager, RIAA does not endorse or recommend any particular firm or fund manager to the public. Although RIAA attempts to provide accurate, complete and up-to-date information, it makes no warranties or representations, express or implied, as to whether the information provided is accurate, complete or up-to-date. The information provided in this report is general in nature and its brevity could lead to misrepresentation. It is not intended to be advice and could be subject to change. No responsibility can be accepted for those who act on its contents without obtaining specific advice from an adviser.
    PAGE LAST UPDATED: October 2010