February 2019
- Appointments
We’re excited to welcome to the Copia team Matthew Roberts, who joins us from IOOF. As Distribution Manager, Matt will be focussed on building relationships with advice practices in NSW and Queensland, and will report to General Manager Distribution John Clothier. Matt will help promote the capabilities of Copia’s four investment partners – OC, Vertium,…
February 2019
- Fund update
FUND UPDATES | Following a challenging quarter across global equity markets, equities bounced strongly in January, with the OC Premium Small Companies Fund and the OC Dynamic Equity Fund returning 6.3% and 6.6% for the month. This was ahead of both the S&P/ASX Small Ordinaries Accumulation Index and the S&P/ASX Small Industrials Accumulation Index which returned 5.6%…
February 2019
- Fund update
PORTFOLIO UPDATES | Our specialist managed accounts provider, Ralton Asset Management, offers investors four tax-efficient Australian share portfolios that have delivered consistent outperformance over the long term. View Ralton's latest reports
February 2019
- Uncategorized
MONTH TO 31 JAN 2019 | The Vertium Equity Income Fund returned 2.06% for the month of January, underperforming the S&P/ASX 300 Accumulation Index, which returned 3.87%. View report
February 2019
- Uncategorized
JASON TEH | It’s obvious. Retirees need income. With cash and fixed interest offering low yields, equities are a good place to look for income. On the surface, it may seem easy creating an income portfolio from shares – just select stocks from a list of high dividend yielders. However, setting up an income portfolio for…