OC Funds Management

Platforms

The OC Funds are listed on the following platforms:

Platform OC Premium
Equity Fund
OC Dynamic
Equity Fund
OC Concentrated
Equity Fund
Ausmaq Yes Yes
BT Wrap Yes Yes Yes
BT Super Wrap Yes Yes
IOOF Yes
Macquarie Wrap Yes Yes
Macquarie Super Wrap Yes Yes
Premium Choice Yes
NetWealth Yes Yes

If your desired product is not presently availiable on your required platform, please contact us to see if we can assist in having it added.

 

OC Funds are available via the following margin lenders:

Margin Lender OC Premium
Equity Fund
OC Dynamic
Equity Fund
OC Concentrated
Equity Fund 
Colonial Geared Investments  Yes Yes Yes
CommSec  Yes Yes Yes
Leveraged Equities  Yes Yes
Macquarie Margin Lending Yes Yes
NAB Equity Lending Yes Yes  Yes

If your preferred margin lender is not on the list or does not offer the product you want, please contact us and we see if we can assist with adding it.

 

Please note that the above IDPS and margin lending offerings are the source of many badged versions. Investors must be given a copy of the Product Disclosure Statement before you make an investment in our funds (including via an Investor Directed Portfolio Service or margin lending provider). OC Funds Management Limited does not endorse or recommend any of the listed Investor Directed Portfolio Services or margin lending providers. You should seek professional investment advice before deciding whether to make an investment via an Investor Directed Portfolio Service or a margin lending provider.