OC Premium Small Companies Fund
The OC Premium Small Companies Fund is a long only benchmark unaware fund with a target investment universe of small and medium sized Australian companies (ASX listed securities outside the S&P/ASX 100 index). The OC Premium Fund gives you exposure to a portfolio of 25-40 smaller company shares, actively managed to achieve strong returns over the long-term.
OC Dynamic Equity Fund
The OC Dynamic Equity Fund is a long only benchmark unaware fund with a target investment universe of ASX listed securities, outside the S&P/ASX 100 index. The OC Dynamic Fund gives you exposure to a portfolio of 25-40 smaller 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, actively managed to achieve strong returns over the long-term.
OC Concentrated Equity Fund
The OC Concentrated Equity Fund is a long short absolute return fund with its target universe being stock listed or about to be listed on the ASX. The OC Concentrated Fund gives you exposure to a portfolio of up to 35 companies combining the best ideas from the Premium and Dynamic Funds as well as catalyst driven short term long and short positions to achieve our strongest returns over the long-term.
OC Cash Management Fund
The OC Cash Management Fund is an actively managed portfolio of term deposits on offer by the major Australian banks. The fund is designed for investors who want capital stability, regular income and same day access to funds.
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Individually Managed Accounts (IMA)
Each clients IMA is professionally managed by OC’s investment team in accordance with their return objectives. Securities are directly held by clients and are not aggregated in a fund structure.
Ralton Separately Managed Accounts (SMA)
Ralton Asset Management draw from the skills of the entire OC Australian equities team to select portfolios for their SMAs. The following SMAs are currently offered by Ralton:
- Ralton Australian Shares SMA
- Ralton High Yield Australian Shares SMA
- Ralton Leaders SMA
- Ralton Smaller Companies SMA
- Ralton Professional Partners Portfolio (for partners of PWC who are prohibited from owning certain stocks)
OC International bring select international managers products to Australian and New Zealand investors.
Imperia Asia Fund
The Imperia Asia Fund is an event driven Fund that concentrates on asymmetric and opportunistic investments in corporations that are undergoing significant change such as mergers, takeovers, spin-offs, restructurings and litigation. The Fund is focused on the Asia Pacific region including Australia and Japan. The fund is managed by the Imperia Investment Group investment team.