The offer documents for our equity funds are availiable for download below. To establish a managed account, please contact us.
|OC Premium Small Companies Fund
A long only benchmark unaware fund investing in 25-40 small and medium sized company shares.
|OC Dynamic Equity Fund
25-40 small and medium sized company shares, like the OC Premium Fund, combined with a select handful of up to 5 emerging leaders and up to 5 shorter term catalyst driven positions.
|OC Concentrated Equity Fund
Up to 35 companies, combining the best ideas from the Premium and Dynamic Funds as well as catalyst driven, shorter term, long and short positions.
|OC Cash Management Fund
Targeting higher interest rates on at call liquidity, this fund invests only in deposits with the big 4 Australian banks and their subsidiaries.