top of page
APIR Code
OPS0002AU
Inception date
December 2000
Investment timeframe
At least 5 years
Number of stocks
30-50
Responsible Entity
Copia Investment Partners
Benchmark
S&P/ASX Small Ordinaries Accumulation Index
Distributions
Half-yearly
Minimum initial investment
$20,000*
Minimum additional investment
$5,000
Management fee
1.20% p.a. (including GST net of RITC)
Performance fee
20.5% (including GST net of RITC) of the amount the Fund outperforms its benchmark provided specific conditions are met including a minimum absolute 5% return
Fund details box
bottom of page