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NEWS

Pablo Mones, January 2020 - Fund Updates

The OC Premium Small Companies and OC Dynamic Equity Funds both capped off the calendar year with a strong December quarter, finishing up +4.3% and +5.5% respectively. This was comfortably ahead of both the S&P/ASX Small Ordinaries Accumulation Index and the S&P/ASX Small Industrials Accumulation Index which returned 0.8% and 0.9% respectively for the quarter.

The OC Micro-Cap Fund also delivered a solid December quarter return of +2.3%, well ahead of the S&P/ASX Emerging Companies Accumulation Index which was sold off 3.3% during the quarter.

To discuss our portfolios in detail, contact your local Copia business development team member or our Client Services team below.

To discuss our portfolios in detail, contact your local Copia business development team member.

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