Insights, August 2018 - Fund Updates


The OC Premium Small Companies Fund and the OC Dynamic Equity Fund both enjoyed a solid start to the new financial year, finishing +0.9% and +1.2%, respectively, for July. This was a sound result, particularly in a relative sense, with the small-cap indices each delivering negative returns in July following on from strong performances in FY18.

The OC Micro-Cap Fund finished in negative territory in the first month of the new financial year, delivering a return of -1.0%. Whilst its always disappointing to deliver negative returns, we look at this number in the context of last year’s Fund return of +31.5% and believe it’s somewhat inevitable that there are periods where the Fund’s performance will consolidate.

View July 2018 reports

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