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Pablo Mones, December 2019 - Fund Updates

The OC Premium Small Companies and Dynamic Funds performed strongly in November on the back of solid AGM updates from many of our core holdings. The Funds both returned +3.8% which was well ahead of the 1.6% return of the S&P/ASX Small Ordinaries Accumulation Index for the month.

The OC Micro-Cap Fund also beat its benchmark return for the month, with solid AGM updates from many of its core holdings, despite a softer market for the micro-cap sector resulting in an absolute return of -0.9%.

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

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