NWQ Capital Management - Protected Equities Fund receives coveted “Recommended” rating

NWQ Capital Management - Protected Equities Fund receives coveted “Recommended” rating

NWQ Capital Management announced that its Protected Equities Fund has received a 'Recommended' rating from Atchison Consultants. The Fund, which is marketed through Smarter Money Investments and Yellow Brick Road, aim to provide improved risk adjusted returns for retail investors. 


NWQ Capital Management (“NWQ”) today announced that the Protected Equities Fund (“the Fund”) for which it is the investment manager has received a “Recommended” rating from Atchison Consultants following a comprehensive review process.

In arriving at the “Recommended” rating, Atchison Consultants noted the extensive experience of the Fund’s portfolio manager, NWQ Chief Investment Officer Jonathan Horton, as well as the differentiated product design.

Mr Horton said Smarter Money Investments and Yellow Brick Road were forward-­‐thinking in their approach to improving risk-­‐adjusted returns for retail investors.

“We are delighted to see the Protected Equities Fund receive this ‘Recommended’ rating, as it validates the Fund’s objective as well as the investment process, and we are excited to see our partnership continue to develop with the impetus of this endorsement,” he said.

“We believe the first rule of investing is that preservation of capital is paramount.  Since its launch, the Fund has avoided 75% of the ASX200’s decline – and by protecting investors’ capital, they are better positioned to participate in future gains in share prices.”

The Fund aims to deliver returns* similar to those of the overall sharemarket, whilst cushioning falls and recovering faster.  From its launch in August 2015 through to May 31 2016, the Fund outperformed the ASX200 (including dividends) by 5.93%.

Yellow Brick Road CEO – Wealth Management and Smarter Money Investments Director Matthew Lawler said he was delighted with the rating.

“We designed the Fund for Yellow Brick Road’s clients with the aim of allowing everyday Australians access to Australia’s savviest portfolio managers, which are typically used by high net worth families,” he said.

“The Fund has been well received by Yellow Brick Road’s financial advisers, and is now being incorporated into managed account offerings to assist in protecting against further market volatility.”

* The Fund targets returns, after management fees and usual expenses that outperform the rate of inflation of 5% -­‐ 8% p.a. over rolling 5 year period.

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