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NEWS

Sam Cole, November 2018 - Uncategorized
FUND UPDATES | Global markets were sold down over the month of October as a series of macro-economic, political and geo-political factors conspired to undermine investor confidence resulting in a sharp equity market sell-off. Across the domestic small cap market, the sell-off was broad-based with the S&P/ASX Small Ordinaries Accumulation Index and the S&P/ASX Small…
Sam Cole, October 2018 - Fund Updates
FUND UPDATES | The OC Premium Small Companies Fund and OC Dynamic Equity Fund finished the quarter up 4.9% and 4.0% respectively, a strong outcome which was underpinned by solid results during the August reporting season. The OC Micro-Cap Fund continues to exhibit its strong ability to preserve investor capital in a challenging micro-cap investing…
Sam Cole, September 2018 - Fund Updates
FUND UPDATES | All funds ended up on the positive side of the ledger this month. The OC Premium Small Companies Fund and OC Dynamic Equity Fund returned 4.1% and 2.7% for August, ahead of the S&P/ASX Small Companies Accumulation Index which was up 2.5%. The OC Micro-Cap Fund continues to post respectable returns in a challenging micro-cap…
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, 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, 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,…
Sam Cole, May 2018 - Fund Updates
April was a challenging month from an index relative perspective following a period of strong performance. The OC Premium Small Companies Fund and OC Dynamic Equity Fund both finished April down 0.1%, versus the S&P/ASX Small Ordinaries Accumulation Index and the S&P/ASX Small Industrials Accumulation Index which were up 2.7% and 1.5%, respectively. The OC…
adminofoc, April 2018 - Fund Updates
FUND UPDATES | The first quarter of 2018 was a challenging environment for global equities, and domestic equities were no exception, with most indices falling during the quarter. Against this backdrop, our OC Premium Small Companies Fund and OC Dynamic Equity Fund posted a solid quarter returning +2.2% and +2.3%, outperforming the S&P/ASX Small Ordinaries…