Insights, August 2019 - Fund Updates

The new financial year started strongly with expectations of lower interest rates across most key markets emboldening investor risk appetite which in turn drove global stock indices higher.

The OC Premium Small Companies Fund and OC Dynamic Equity Fund had a solid result for July, returning 4.8% and 5.3% respectively, ahead of both the S&P/ASX Small Ordinaries Accumulation Index (+4.5%) and the S&P/ASX Small Industrials Accumulation Index (+3.7%)

Over the coming six weeks our analysts will meet with around 200 ASX listed companies with a view to refining our portfolio so that we can continue to generate strong investment outcomes for our clients over the coming years. Notwithstanding the current volatility in markets, we believe the Fund is well positioned going into the results period.

View July 2019 reports

TAGS : Australian equities, Australian shares, Dynamic Equity, Fund update, Latest report, Micro-cap, Premium Small Companies, Small caps