Insights, March 2018 - Fund Updates


While February started with a sharp global stock market correction, which at one point saw the US S&P 500 down 10%, equity markets recovered strongly over the remainder of the month and the Australian small-cap benchmark, the S&P/ASX Small Ordinaries Accumulation Index, finished the month flat (+0.0%).

Against this backdrop, our OC Premium Small Companies Fund and OC Dynamic Equity Fund finished the month strongly up +2.9% and +2.8%, respectively, outcomes that were driven by an excellent reporting season for the Funds.

Our OC Micro-Cap Fund finished the period up +0.1% ahead of its benchmark, the S&P/ASX Emerging Companies Accumulation Index, which finished flattish at -0.1%.

View February 2018 reports


TAGS : Dynamic Equity, February 2018, Fund update, Latest report, micro caps, Micro-cap, Premium Small Companies, Report, Small caps