Subscribe to our newsletter
×
Sign up to receive our regular updates and stay informed

NEWS

Sam Cole, July 2018 - Fund Updates

Domestic small cap stocks continued their strong performance in the June quarter with the S&P/ASX Small Ordinaries Accumulation Index up 7.7% for the quarter. This capped off an excellent financial year for the small-cap benchmark which returned 24.2% for the 12-months.

The OC Premium Small Companies Fund and OC Dynamic Equity fund returned 5.7% and 3.0% respectively, a solid result given that we do not invest in single commodity or single mine resource stocks, a key driver of the small-cap index, due to their elevated risk profile.

The OC Micro-Cap Fund returned 4.1%, well ahead of the benchmark which was up 0.1%

View June 2018 reports

TAGS : Australian equities, Australian shares, Dynamic Equity, Fund update, FY18, June 2018, Latest report, micro caps, Micro-cap, OC Dynamic Equity Fund, OC Funds, Report, Robert Frost, Small caps