SMALLER COMPANIES SPECIALIST

Giving you access to the growth potential of some of Australia’s up-and-coming companies

SPECIALIST AUSTRALIAN SMALL-CAP MANAGER

Since 2000, we have given investors the opportunity to diversify and grow their investment portfolios by providing access to some of Australia’s best quality smaller but growing companies through our three small and micro-cap portfolios.

A trusted investment manager to retail and institutional investors, we have delivered consistently strong long-term returns across all market cycles and have been highly rated for our efforts and included on some of Australia’s largest investment platforms

THREE WELL-RATED PORTFOLIOS

Domestic small cap stocks continued their strong performance in the June quarter with the S&P/ASX Small Ordinaries Accumulation Index up 7.7% for the quarter. This capped off an excellent financial year for the small-cap benchmark which returned 24.2% for the 12-months. The OC Premium Small Companies Fund and OC Dynamic Equity fund returned 5.7% and. Read more...

Latest performance for the OC Funds: OC Premium Small Companies Fund OC Dynamic Equity Fund OC Micro-Cap Fund

Latest price and unit price history: OC Premium Small Companies Fund OC Dynamic Equity Fund OC Micro-Cap Fund

DIVERSIFICATION, GROWTH, OPPORTUNITY

“Smaller companies can present excellent investment opportunities and can play an important role in an investor’s portfolio.”

Robert Frost
Head of Investments

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