Copia Investment Partners is pleased to announce the appointment of Bruce Loveday to the board as a non-executive director. The appointment of Loveday follows a string of announcements from the multi-boutique manager, which is gearing up for growth.

Loveday – The appointment of Loveday to Copia’s board strengthens its corporate governance, balance and independence. Loveday has been CEO of two funds management businesses and has held senior executive positions in banking, institutional stockbroking, asset consulting and investor relations. He served as chairman of Bennelong Funds Management Ltd from 2010 to 2014 and is a fellow of the Australian Institution of Company Directors.

Voskresensky, new CFO – Loveday’s appointment follows a busy start to 2018 with the appointment of Michael Voskresensky to chief financial officer. Voskresensky joined from Mutual Trust where he was general manager, finance.

Unit registry – Copia has also transitioned the unit registry of its managed funds to OneVue, Australia’s largest managed fund administration platform, after incumbent unit registry provider, NAB Asset Servicing, struck a deal with OneVue.

Vertium Asset Management – Copia’s newest fund (Vertium Equity Income Fund) has in the past few months been added to several platforms (BT Wrap, BT Panorama, Hub24 and FirstWrap) and last year also received a recommended rating from Lonsec. The fund is attracting significant retail and institutional interest, particularly in light of volatility returning to market in February 2018.

CEO Sam Baillieu said: “Copia has the platform, structures and capabilities in place to scale up significantly and we’re committed to adding assets to our existing managers, as well as onboarding exciting new boutiques that complement our existing product offering.”

“The Australian investment management industry is due for a shake-up and managers with unique capabilities will play an important role in helping investors achieve their goals. Copia is well placed and resourced to partner strategically with existing and new investment managers,” said Baillieu.

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Media contact

Jane Harris, Head of Marketing, Copia Investment Partners | +61 9 9691 5410 | jharris@copiapartners.com.au

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As the responsible entity and trustee for the funds, we made the change to reflect new arrangements between NAB Asset Servicing, our previous unit registry provider, and OneVue. You can read more about OneVue here.

• OC Premium Small Companies Fund
• OC Dynamic Equity fund
• OC Micro-Cap Fund
• Vertium Equity Income Fund
• Odey International Fund
• Chester High Conviction Fund
• Apollo Global Equity Fund
• Pilgrim Global Equity Fund
• Pilgrim DW Equities Fund

What this means for financial advisers and investors

Transitioning to OneVue brings with it some changes and new online functionality. Importantly however, there will be no change to investors’ investments with us.

Access investment information online

Financial advisers and investors can now access investment information online via OneVue’s separate investor and adviser portals, Investor Online and Adviser Online. The secure portals make it easier and more convenient to:

• View investment details
• View and download account balances
• View and download transaction histories
• View and download account statements

To log in or set up an online account, click the relevant Account Login button at the top of this page. For help, contact our Client Services team.

View and download new PDSs and forms

We have updated and reissued our PDSs and forms due to our transition to OneVue. The new documents can be found on our website soon and on the websites of our investment managers. We encourage financial advisers and investors to start using the new forms as soon as possible as we will only accept old forms until the end of March. For hard copies, contact our Client Services team.

New bank account details and postal and email addresses

Other details, such as our phone and fax numbers, remain the same.

More information

For more information about OneVue or setting up an online account, download our user guide or contact our Client Services team.

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