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Pablo Mones, October 2019 - Fund Updates

The Australian equity market remained buoyant in the September quarter, with the small-cap index shrugging off an indifferent reporting season, mixed global economic data and a volatile geo-political environment to post positive returns. Falling interest rates across the globe continue to drive investor risk appetite and the stock market has been a key beneficiary.

The OC Premium Small Companies Fund and OC Dynamic Equity Fund returned 1.9% and 4.2% in September quarter respectively, while the S&P/ASX Small Ordinaries Accumulation Index and the S&P/ASX Small Industrials Accumulation Index returned 3.1% and 3.9% quarter respectively. The OC Micro-Cap Fund returned 12.7%, and the S&P/ASX Emerging Companies Index returned 13.7%.

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

View September 2019 reports

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