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OC Dynamic Equity Fund

OC’s Dynamic Equity portfolio is benchmark unaware and gives you access to mid-cap through to micro-cap Australian listed companies, as well as capitalising on select shorter-term opportunities.

APIR Code

OPS0001AU

Inception date

December 2000

Investment timeframe

At least 5 years

Number of stocks

30-50

Responsible Entity

Copia Investment Partners

Benchmark

S&P/ASX 300 Accumulation Index

Distributions

Yearly

Minimum initial investment

$20,000*

Minimum additional investment

$5,000

Management fee

1.72% p.a. (including GST net of RITC)

Performance fee

20.5% (including GST and net of reduced input tax credits) of any excess performance (after deducting the management fee) above the benchmark to 30 June.