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Dalton Nicol Reid is able to construct a portfolio across any or all major asset classes (Australian Equities, International Equities, Property, Fixed Income and Cash) as so directed.
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In addition to the traditional exposures of Conservative, Moderately Conservative, Balanced, Growth and High Growth portfolios, for those that have Australian Equities in the portfolio, further tailoring may take place through the following selection:
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- Incrementus Australia Equities - investors with long-term investment objectives focused on achieving portfolio growth and who are less concerned about generating excess income. The investor is prepared to accept volatility in return for higher growth. The objective is to provide returns in excess of the S&P/ASX 200 Accumulation Index over a three-year period.
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- ProVentus Australian Equities - after-tax focused investment returns with a preference for taking advantage of imputation credits available in the Australian market. It will offer lower volatility with an emphasis on capital preservation, which means that returns may vary considerably from the benchmark S&P/ASX 200 Accumulation Index.
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- Virtus Australian Equities - is to provide investors with a ‘responsible’ investment portfolio. This portfolio only invests in those companies with a known adherence to ethical outcomes, and actively seeks out companies that are outstanding corporate citizens. The research process replicates that of the Dalton Nicol Reid Incrementus IMA, but avoids all stocks directly involved in gaming, defence, or with a poor environmental or governance track record whilst incorporating the active selection process that seeks out companies with exceptional sustainability practices.
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Dalton Nicol Reid has the ability to facilitate geared / leveraged portfolios through several financial institutions.
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