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Copia Investment Partners, August 2020 - News

Copia Investment Partners today announced that Lonsec has awarded the ECP Growth Companies Fund a “Recommended” rating in its first review of the Australian equity investment manager.

The Fund is managed by Sydney-based ECP Asset Management (ECP) and offers investors a concentrated and benchmark-unaware exposure to Australian shares (typically 25 – 30 stocks). ECP is one of five investment managers distributed by Copia in the retail and financial advice channel.

The Fund’s investment approach is based on ECP’s institutional ‘All Cap’ investment strategy, which has returned 14.2% per annum (after fees) since inception in July 2012, 4.9% ahead of the S&P/ASX 300 Accumulation Index.

The All Cap strategy is in turn based on a similar strategy managed by ECP’s founders in a previous investment firm, dating back to 1996.

In its Report, Lonsec concluded that ECP has a “strong performance track record of alpha generation from the underlying strategy against the Benchmark” and “the Manager (ECP) applies a detailed bottom-up fundamental research effort that is considered logical, repeatable and robust.”

John Clothier, Copia General Manager Distribution welcomed the Recommended rating, noting that “it provides a gateway for financial advice practices relying on Lonsec research to access ECP as a highly-active solution to add to their portfolio mix. It is backed by the investment manager’s high investor alignment, strong performance record, large research engine and inclusion of ESG into their stock selection.”

The Fund’s Lonsec rating of Recommended follows a similar rating from Zenith in May 2020. The Fund is currently listed on Praemium, HUB24, Powerwrap and WealthO2 platforms, with Copia seeking further placements over coming months.

 

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Disclaimer: This document is for general information purposes only and does not take into account the specific investment objectives, financial situation or particular needs of any specific individual. As such, before acting on any information contained in this document, individuals should consider whether the information is suitable for their needs. This may involve seeking advice from a qualified financial adviser. Copia Investment Partners Ltd (AFSL 229316, ABN 22 092 872 056) (Copia) is the issuer of the ECP Growth Companies Fund. A current PDS is available from Copia located at Level 25, 360 Collins Street, Melbourne Vic 3000, by visiting copiapartners.com.au or by calling 1800 442 129 (free call). A person should consider the PDS before deciding whether to acquire or continue to hold an interest in the Fund. Any opinions or recommendations contained in this document are subject to change without notice and Copia is under no obligation to update or keep any information contained in this document current.

Past performance is not a reliable indicator of future performance.

The rating issued 08/2020 is published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421 445 (Lonsec). Ratings are general advice only, and have been prepared without taking account of your objectives, financial situation or needs. Consider your personal circumstances, read the product disclosure statement and seek independent financial advice before investing. The rating is not a recommendation to purchase, sell or hold any product. Past performance information is not indicative of future performance. Ratings are subject to change without notice and Lonsec assumes no obligation to update. Lonsec uses objective criteria and receives a fee from the Fund Manager. Visit lonsec.com.au for ratings information and to access the full report. © 2020 Lonsec. All rights reserved.

The Zenith Investment Partners (“Zenith”) Australian Financial Services License No. 226872 rating (assigned April 2020) referred to in this document is limited to “General Advice” (as defined by the Corporations Act 2001) for Wholesale clients only. This advice has been prepared without taking into account the objectives, financial situation or needs of any individual. It is not a specific recommendation to purchase, sell or hold the relevant product(s). Investors should seek independent financial advice before making an investment decision and should consider the appropriateness of this advice in light of their own objectives, financial situation and needs. Investors should obtain a copy of, and consider the PDS or offer document before making any decision and refer to the full Zenith Product Assessment available on the Zenith website. Zenith usually charges the product issuer, fund manager or a related party to conduct Product Assessments. Full details regarding Zenith’s methodology, ratings definitions and regulatory compliance are available on our Product Assessment’s and at http://www.zenithpartners.com.au/RegulatoryGuidelines.

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