Insights, 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

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