Invest with
Experts

We partner with expert fund managers to help investors achieve their financial goals

Wealth Creation

Australian and global equity fund managers focused on building

your capital

Social Impact

Make a difference to the global environment while maintaining a capital growth objective

Retirement Income

A low risk way to generate income from equities with a focus on preserving your capital

Invest with us

Managed funds are an easy, low-cost way to access a broad and diverse portfolio of investments.

Why choose a managed fund?

How to invest

Copia partnership model explained

We make investment experts accessible

Our funds enable you to access high quality investment managers, professional portfolio management as well as diversification opportunities across regions, asset classes and strategies.

High Growth Australian Equities

A concentrated portfolio of companies offering outstanding long-term potential.

Environmental Impact Investing

Backing companies where environmental solutions account for most of the revenue or profit.

Equity Income

for Retirees

An equity income specialists with a focus on low-risk income and capital preservation

INVESTMENT MANAGER OVERVIEW

Keep up to date with performance

Subscribe for monthly performance updates from our investment managers.

Copia Investment Roadshow

Rising Rates: Defend or Deliver

With global interest rates, inflation and geopolitical risks on the rise, should you position client portfolios more defensively, or dial up opportunities that can deliver returns through uncertainty?

Join Copia for a must-attend event focusing on your next actions across multiple asset classes, and what may be different this time around.

MAY