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Copia Investment Partners, June 2019 - Fund update, Year End
Information relating to financial year end 2019 is now available. If you have any questions, please contact our Client Services Team: Ph: 1800 442 129 or +61 3 9602 3199 E: clientservices@copiapartners.com.au Application and redemption processing on hold - Applications and redemptions will not be processed until the distributions have been finalised. - The hold…
Copia Investment Partners, 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%…
Copia Investment Partners, 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
Copia Investment Partners, July 2018 - Fund update, Year End
If you have received an AMIT Member Annual (AMMA) Statement in relation to your investment in one of our funds, this guide may assist you and your tax adviser to complete your tax return for the financial year ended 30 June 2018.   Understanding your AMIT Member Annual (AMMA) Statement 2018   More information Contact…
Copia Investment Partners, July 2018 - Fund update, Investment Manager
Whilst there have been several high-profile factors contributing to the risk off environment that has gripped global markets in recent months they all ultimately relate back to underlying concerns about the prospects for economic growth and earnings growth. Entering the new year, many of these uncertainties remain unresolved with ongoing trade and geopolitical tension. Combined,…
Copia Investment Partners, June 2018 - Fund update, Year End
The purpose of this notice is to inform investors in the OC Premium Small Companies Fund, OC Dynamic Equity Fund and OC Micro-Cap Fund, of which Copia Investment Partners Limited (Copia) is the responsible entity, that: Copia will amend the Constitutions of the Trusts to enable the Trusts to operate as an AMIT under the AMIT…
Copia Investment Partners, June 2018 - Fund update, 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)  Copia Cash Management Fund (OPS0010AU)  Odey International Fund (OPS0011AU)  Vertium Equity Income Fund (OPS1827AU)  …