Insights, 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:

  1. Copia will amend the Constitutions of the Trusts to enable the Trusts to operate as an AMIT under the AMIT regime; and
  2. Copia will elect for the Trusts to opt into the AMIT regime from 1 July 2017.

Typically, an investors’ meeting must be held in order to make any material change to a registered scheme’s constitution. In the context of changes required to the constitution to allow Trusts to elect into AMIT, the Australian Securities and Investments Commission (ASIC) has granted relief such that an amendment to a Trust constitution may be made without investor approval, providing that notice is given to investors to explain the changes.

More information

View the investor notice for each Fund:

Contact client services on 1800 442 129 or, if calling from overseas, contact +61 3 9602 3199. Alternatively, you can email your query by clicking here. 

TAGS : AMIT, OC Dynamic Equity Fund, OC Funds, OC Micro-Cap Fund, OC Premium Small Companies Fund