Insights, July 2019 - Fund Updates

The OC Premium Small Companies Fund and OC Dynamic Equity Fund finished the quarter in positive territory after returning +4.1% and 4.0% respectively, ahead of the Small Ordinaries Accumulation Index (+3.7%) but behind the Small Industrial Accumulation Index which returned +5.8% over the same period.

The OC Micro-Cap Fund returned +8.1% for the June quarter, outperforming the Emerging Companies Accumulation Index by +2.0%.

Returns across the small cap index for the financial year were driven largely by a narrow group of high-octane growth stocks in the technology and healthcare sectors, as well as “bond proxy” stocks and gold miners, which outperformed toward the end of the financial year.

We would like to thank our investors for their support through what has been a challenging year in the domestic small cap space.

View June 2019 reports

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