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Dalton Nicol Reid MAx
The Dalton Nicol Reid MAx – Managed Accounts Xertus (Latin for “tested, tried, approved, experienced”) portfolios provide the broader investment community the opportunity to access Dalton Nicol Reid’s expertise in Managed Accounts and direct equity portfolio management.
Dalton Nicol Reid’s Investment Management expertise is accessible via selected Managed Account administration providers in the form of the Dalton Nicol Reid MAx portfolios. This initiative has opened up Dalton Nicol Reid’s Institutional quality Investment portfolios to the broader financial advisory network. Client’s can now leverage Dalton Nicol Reid’s Investment and Portfolio management skills…skills that have resulted in the out-performance of all of its MAx portfolios since inception.
Dalton Nicol Reid MAx offers investors a menu of Managed Account portfolios that provide the flexibility to choose a portfolio most suited to their needs. This benefits investors as they move between different life stages, which may require a change in investment strategy to achieve a change in performance objectives and risk profile.
Dalton Nicol Reid MAx investment options
Australian Equities:
- MAx Incrementus - Australian Equities
High Conviction Growth Portfolio
(long-term capital growth)
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- MAx ProVentus - Australian Equities
High Conviction Income Portfolio
(high-yield, long-term capital growth)
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- MAx Virtus - Australian Equities
High Conviction Ethical Growth Portfolio
(long-term capital growth through
responsible investment)
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Listed Property Trusts:
- MAx Australian Listed Property Trust
High Conviction Portfolio - Medium to long-term capital growth through active management
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International Equities:
- MAx International Equities Global Managers
Portfolio - Medium to long-term capital growth through active management
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