OC acquires Ralton Asset Man.

November 21st, 2012

OC Funds Management is pleased to announce the acquisition of Ralton Asset Management Limited (Ralton).

Ralton is a pioneer in Australia’s managed accounts industry and since 2001 has been offering its investment capabilities exclusively through managed accounts and mandates, and currently manages portfolios on behalf of a wide range of Investors, including charitable trusts, corporations, superannuation funds, family trusts and individuals.

The acquisition significantly enhances OC Fund Management’s product offerings beyond its current specialist Australian small cap equity funds (Premium, Dynamic, Concentrated), managed accounts and international funds (Imperia & Odey), to now include a large cap Australian equities team. The synergies available by bringing together quality small & large cap equities team will undoubtedly benefit all OC clients.

The two principals of Ralton, Andrew Stanley and Roger Walling, will join the OC Funds Management Investment Team bringing a wealth of investment experience and proven top level performance over a long period of time, through different investment cycles.

Read the full media release.

IOOF Appoints OC Funds Management

July 5th, 2012

IOOF Appoints OC Funds Management for “Mid to Small – Cap” Investment Mandate

OC Funds Management Limited (OC), a Melbourne based boutique manager, announced that it had been awarded an A$50m “small to mid‐cap” Australian equities multi‐mix mandate from IOOF.

OC’s Head of Investments Robert Frost said that the mandate was acknowledgement of the strong performance that has been generated by the OC Premium Equity Fund over the long term. The OC Premium Wholesale Equity Strategy has returned 4.4% versus the S&P/ASX Small Ordinaries Index ‐14.6% over the 1 year period and 20.2% p.a. versus the S&P/ASX Small Ordinaries Index of 3.9% p.a. over 3 year period ending 30 June 2012.

Commenting, Daniel Farmer, Portfolio Manager, IOOF said: “OC have a solid track record of generating excess return in the small cap sector while maintaining a strong focus on risk management”.

Mr Farmer added: “we are pleased to add OC Funds Management to our current list of high quality investment managers”.

Read the media release here

Read the Financial Standard article here

Fund Ratings Review

January 12th, 2012

The OC Premium Equity Fund and the OC Dynamic Equity Fund have recently been reviewed by independent ratings agency Lonsec. Pleasingly, both funds received a “Recommended” rating.

“The ‘Recommended’ rating indicates that Lonsec has conviction that the fund or product can achieve its objectives and, if applicable, outperform peers over an appropriate investment timeframe. The manager or product has a number of competitive advantages in people, process and product design. The investment is a recommended entry point to access this asset class or strategy.”

View Lonsec’s research report

The Lonsec Limited (“Lonsec”) ABN 56 061 751 102 rating (assigned Dec 2011) presented in this document is limited to “General Advice” and based solely on consideration of the investment merits of the financial product(s). It is not a recommendation to purchase, sell or hold the relevant product(s), and you should seek independent financial advice before investing in this product(s). The rating is subject to change without notice and Lonsec assumes no obligation to update this document following publication. Lonsec receives a fee from the fund manager for rating the product(s) using comprehensive and objective criteria.

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