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.