Insights, January 2021 - Fund Updates

The OC Premium Small Companies Fund and OC Dynamic Equity Fund continued their recent momentum in the December quarter finishing the period up +14.8 and +14.6% respectively. This was ahead of both the S&P/ASX Small Ordinaries Accumulation Index and the S&P/ASX Small Industrials Accumulation Index which were up 13.8% and 12.2% respectively for the quarter.

The OC Micro-Cap Fund finished the quarter up +17.5% in-line with the S&P/ASX Emerging Companies Accumulation Index which returned 17.4% over the same period.

We enter 2021 with a degree of optimism and remain upbeat on the prospects for the OC Funds portfolios despite COVID-19 still casting a dark shadow over much of the globe, thanks largely to the efficacy of the policy response and, more recently, positivity with respect to near-term vaccine rollouts which ought to see many of our most vulnerable citizens vaccinated in the coming six months.

Many people have had a challenging time in calendar year 2020 and we wish our readers all the best for a safe, prosperous, and healthy year ahead.

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

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