• OC Premium Small Companies Fund
• Chester High Conviction Fund
  

Application and redemption processing on hold

• Applications and redemptions will not be processed until the half-yearly distributions have been finalised.
• The hold applies to any applications and redemptions placed after 2pm on 31 December 2019.
• You can continue to submit applications and redemptions during this period, and the unit price will not be affected by the hold.
• Redemption payments and confirmation statements will be issued after the distribution has been finalised in mid-January.

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

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One of Australia’s leading equity income investors, Jason has brought together a team of experienced investment professionals who share a quality and value investment philosopy.

Focused on delivering Australians a better investment outcome in the lead-up to and during retirement, Vertium seeks to deliver regular income and investment growth with less risk than the Australian share market through its triple-objective strategy, the Vertium Equity Income Fund.

In welcoming Vertium to Copia Investment Partners, CEO Sam Baillieu said, “We are delighted to have partnered with Jason and the Vertium team. Jason’s track record speaks for itself, but it is his passion, integrity and singular focus on meeting client objectives that makes Vertium such an exciting investment manager partner. In addition, we believe there is enormous demand from investors and their advisers for a holistic equity income fund that meets the triple of objectives of more income, less risk and greater returns.”

View media release

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Please note that this is a guide only and is subject to change without notice.

More information

Contact client services on 1800 442 129 or, if calling from overseas, contact +61 3 9602 3199. Alternatively, you can email your query by clicking here.

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“This is another key win for OC. The team continues to gain traction among the retail market thanks to their solid long-term performance and the work of Copia’s distribution team,” said Sam Baillieu, Chief Executive Officer of Copia Investment Partners, OC’s service partner.

“We’re pleased OC’s reach continues to grow and would like to thank John Clothier, General Manager, Distribution and his team at Copia for their efforts,” said Robert Frost, Head of Investments at OC.

The Fund is available on most major platforms and has delivered investors 22.8%, 14.8% p.a. and 17.6% p.a. over 1, 3 and 5 years to 31 August 2016, respectively.

For more information about platform and model inclusions, contact John Clothier, General Manager, Distribution on 0408 488 549.

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“We would like to thank Simon Leversha, founder and Chief Investment Officer of Imperia, for his Asian equities investment management expertise and wish him all the best for the future,” said Sam Baillieu, Copia’s Chief Executive Officer.

At 31 May 2016, the Imperia Asia Fund had returned 5.06%, 6.91% p.a. and 6.85% p.a. over one, three and five years, respectively.

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This is a guide only and may change.

More information

Contact Copia’s Client Services on 1800 442 129 or email clientservices@copiapartners.com.au.

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Based in Copia’s Melbourne head office, King will support the firm’s distribution efforts as Copia’s retail footprint and group funds under management grow.

“We are thrilled to make another appointment in Copia’s sales team. Jacinta will work closely with Adam Tweedale, Angela Vincent and Sean Paul McGoldrick to broaden the distribution of Copia’s managers: OC, Ralton, Imperia and Odey,” said John Clothier, General Manager, Distribution

“Copia continues to expand in the Australian retail market thanks to the efforts of our distribution team. Bolstering our sales capability is critical to maintaining this growth,” said Sam Baillieu, Chief Executive Officer.

King was previously a Business Development Associate at Magellan for four years, and most recently held the role of Program Manager, Communications at Forethought Research.

View announcement in Industry Moves

View article in Financial Standard

For media enquiries, contact Jane Harris, Copia Investment Partners, on +61 3 9602 3199.

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