FUND UPDATES |
The first quarter of 2018 was a challenging environment for global equities, and domestic equities were no exception, with most indices falling during the quarter.
Against this backdrop, our OC Premium Small Companies Fund and OC Dynamic Equity Fund posted a solid quarter returning +2.2% and +2.3%, outperforming the S&P/ASX Small Ordinaries Index return of -2.8% by +4.9% and +5.0%, respectively.
Our OC Micro-Cap Fund finished slightly ahead of its benchmark, returning -1.7% for the period, while the S&P/ASX Emerging Companies Accumulation Index was down -1.9%.
View March 2018 reports