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.”
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.