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NEWS

Sam Cole, August 2018 - Fund Updates
FUND UPDATES | The OC Premium Small Companies Fund and the OC Dynamic Equity Fund both enjoyed a solid start to the new financial year, finishing +0.9% and +1.2%, respectively, for July. This was a sound result, particularly in a relative sense, with the small-cap indices each delivering negative returns in July following on from…
Sam Cole, July 2018 - Fund Updates
Domestic small cap stocks continued their strong performance in the June quarter with the S&P/ASX Small Ordinaries Accumulation Index up 7.7% for the quarter. This capped off an excellent financial year for the small-cap benchmark which returned 24.2% for the 12-months. The OC Premium Small Companies Fund and OC Dynamic Equity fund returned 5.7% and…
Sam Cole, July 2018 - Uncategorized
Latest performance for the OC Funds: OC Premium Small Companies Fund OC Dynamic Equity Fund OC Micro-Cap Fund
Sam Cole, July 2018 - Uncategorized
Latest price and unit price history: OC Premium Small Companies Fund OC Dynamic Equity Fund OC Micro-Cap Fund
Sam Cole, June 2018 - Fund Updates, Year-end
The purpose of this notice is to inform investors in the OC Premium Small Companies Fund, OC Dynamic Equity Fund and OC Micro-Cap Fund, of which Copia Investment Partners Limited (Copia) is the responsible entity, that: Copia will amend the Constitutions of the Trusts to enable the Trusts to operate as an AMIT under the AMIT…
Sam Cole, June 2018 - Fund Updates, Year-end
If you make a: new investment additional investment, or withdrawal request for the following OC funds: OC Premium Small Companies Fund OC Dynamic Equity Fund OC Micro-Cap Fund from 2 July 2018, we will process your request after 20 July 2018. This is due to the funds' yearly distributions occurring for the 30 June 2018…
Sam Cole, June 2018 - Fund Updates, Year-end
The 2018 financial year end distribution timetable is now available. The funds paying a distribution for the period ending 30 June 2018 are: Fund name OC Premium Small Companies Fund (OPS0002AU) OC Dynamic Equity Fund (OPS0001AU) OC Micro-Cap Fund (OPS0004AU)   Key dates Distribution payment date 18 July 2018 Distribution statement date 20 July 2018…
Sam Cole, June 2018 - Market Update, News
ROBERT FROST | We have seen a plethora of analyses in recent weeks from investment banks such as UBS, Morgan Stanley and Citigroup sounding warning bells on the domestic housing market and data from the latest CoreLogic Home Value Index suggests that the Melbourne and Sydney markets are now firmly in retreat. Auction clearance rates…
Sam Cole, June 2018 - Fund Updates
The OC Premium Small Companies Fund and OC Dynamic Equity Fund performed strongly in May with most of the stocks in the portfolios recording a positive return for the month. The Funds returned 4.8% and 3.4% respectively. The OC Micro-Cap Fund also enjoyed a solid month returning 2.4% which was ahead of the S&P/ASX Emerging…
Sam Cole, May 2018 - News, Uncategorized
New research by Money Management shows that OC Funds Management has its entire range of Funds in the top quartile of its peer group over the five years to the end of calendar year 2017. Each of its Funds, including the OC Premium Small Companies Fund, the OC Dynamic Equity Fund and the OC Micro-Cap Fund,…