Insights, October 2021 - Fund Updates

The domestic small cap market enjoyed a solid September quarter, shrugging off concerns about supply chain bottlenecks, rising freight costs, rising energy costs and other inflationary pressures, as well as fears of financial contagion around the China Evergrande debt crisis to grind higher over the quarter.

The S&P/ASX Small Ordinaries Accumulation Index finished the quarter up +3.4% and the S&P/ASX Small Ordinaries Accumulation Index was up +3.8%, shading both the OC Premium Small Companies Fund and OC Dynamic Fund which returned +3.1% and 3.2% respectively for the quarter.

The OC Micro-Cap Fund had a solid quarter from an absolute return perspective returning investors +5.9%. It was however left behind by the very strong performance of the S&P/ASX Emerging Companies Accumulation Index which returned an impressive +18.8% for the quarter.

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