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NEWS

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, 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…
Sam Cole, March 2018 - Fund Updates
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…