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Money Management FMOTY 2026 Finalists
The Artisan Global Discovery Fund has been shortlisted for Global Equities Small and Mid-Caps Fund of the Year for the second consecutive year, while the Chester High Conviction Fund has been named a finalist in the Australian Large Cap Equity category.

Copia Investment Partners
4 hours ago2 min read


Chester Asset Management recognised at the 2025 Zenith Fund Awards
Chester Asset Management is proud to announce that we have won the Australian Equities – Large Cap category at the 2025 Zenith Investment Partners Fund Awards. The annual awards, hosted by Zenith Investment Partners, recognise excellence across Australia’s funds management industry, celebrating outstanding investment performance, process, and client engagement. This recognition reflects the strength of Chester’s investment team, the consistency of its process, and a continued

Copia Investment Partners
Oct 24, 20251 min read


Chester Asset Management has been named a finalist in the 2025 Zenith Fund Awards: Australian Equities – Large Cap
We’re happy to be named a finalist in the 2025 Zenith Fund Awards, in the Australian Equities – Large Cap category. This recognition reflects the Chester High Conviction Fund’s strong long-term performance, driven by our experienced team. A big thank you to Zenith Investment Partners for this recognition, and to the Chester and Copia teams for your hard work and dedication. Zenith Investment Partners Pty Ltd ABN 27 103 132 672 AFSL 226872 Fund Awards issued 23 October 2025 ar

Copia Investment Partners
Sep 3, 20251 min read


Mutual Limited is a finalist for the 2025 Zenith Fund Awards: Australian Fixed Interest
We’re honoured to be named a finalist in the 2025 Zenith Fund Awards, in the Australian Fixed Interest category. This recognition reflects our long-term track record of performance and reliability across our four investment strategies. A big thank you to Zenith Investment Partners for this recognition, and to the Mutual and Copia teams for your hard work and dedication. Zenith Investment Partners Pty Ltd ABN 27 103 132 672 AFSL 226872 Fund Awards issued 23 October 2025 are

Mutual Limited
Sep 3, 20251 min read


Information for investors | Financial Year End 2025
Information relating to financial year end 2025 is now available. If you have any questions, please contact our Client Services Team: P: 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 applies to any applications and redemptions placed after 2pm AEST on Monday, 30th June You can continue to submit applicat

Copia Investment Partners
Jun 20, 20252 min read


Copia welcomes Mac Dinsmore as Distribution Manager
Copia Investment Partners (Copia) announced the appointment of Mac Dinsmore as Distribution Manager, as the firm deepens its engagement with wholesale clients, private wealth firms and family offices. Mac brings over 15 years’ experience across global asset management and financial services, having held senior roles at Wellington Management in Australia, Europe, and the United States. Most recently, he led Wellington’s financial intermediary business for Australia and New Zea

Copia Investment Partners
May 23, 20251 min read


Chester joins Third Link Growth Fund: Investing for Performance and Purpose
Chester Asset Management is proud to announce that the Chester High Conviction Fund has been selected as one of three new additions to the Third Link Growth Fund, alongside Australian Eagle and Firetrail Investments. Third Link is a unique Australian equities fund of funds that donates its management fee, net of expenses, to charity. Since inception, the fund has given more than $23 million to not-for-profit organisations focused on youth, education and employment, while deli

Copia Investment Partners
May 14, 20252 min read


Artisan Global Discovery Fund has been shortlisted for the 37th Annual Fund Manager of The Year Awards 2025.
We are delighted to share that the Artisan Global Discovery Fund has been shortlisted for the 37th Annual Money Management Fund Manager of the Year Awards 2025. This recognition places Artisan among a select group of leading professionals and fund managers acknowledged for their outstanding contribution to Australia’s financial services industry. With over 116 finalists across three individual and 21 group categories, this year’s awards highlight the depth of talent and innov

Artisan Partners | In Partnership with Copia
May 13, 20251 min read


Copia welcomes return of Adam Tweedale to Distribution Team
Copia Investment Partners (Copia) announced the appointment of Adam Tweedale to its distribution team, boosting support for advisers across Victoria, Western Australia, and Tasmania. Adam rejoins Copia with over two decades of experience in investment distribution, having held senior roles at Lazard Asset Management and Bennelong Funds Management. Backed by an extensive network across the wholesale advice market, he brings deep expertise in business development and relation

Copia Investment Partners
Apr 28, 20251 min read


OC Funds Management expands offering, launching Mid-Cap Fund
Leading Australian equities specialists OC Funds Management (OC) has officially launched its first Australian Equity Mid-Cap Fund.

OC Funds Management
Dec 2, 20243 min read


Lonsec recognises strong performance: All Mutual Limited Funds Rated "Recommended"
We’re excited to share that in its latest review, Lonsec has rated all Mutual Limited funds as “Recommended.”

Mutual Limited
Nov 8, 20242 min read


Lonsec upgrades Chester High Conviction Fund to "Highly Recommended."
We are pleased to announce that Lonsec has upgraded the Chester High Conviction Fund to its highest rating, "Highly Recommended."

Chester Asset Management
Oct 11, 20242 min read


Information for investors | Financial Year End 2024
Information relating to financial year end 2024 is now available. If you have any questions, please contact our Client Services Team: P: 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 applies to any applications and redemptions placed after 2pm AEST on Friday, 28th June You can continue to submit applicat

Copia Investment Partners
Jun 11, 20242 min read


OC Funds Management hires Nga Lucas as Portfolio Manager
Australian mid, small and micro-cap specialist OC Funds Management is pleased to announce the appointment of Nga Lucas as a Portfolio Manager for the mid-cap portfolio. Prior to commencing with OC, Nga worked at Australian Foundation Investment Company (AFIC) for over a decade where she served as a Senior Investment Analyst specialising in Technology, Telecommunications, Industrial and small companies, and assisted with the management of the portfolio. Nga’s experience prior

OC Funds Management
May 1, 20241 min read


Unitholder Announcement: Change to Auditor
Dear unitholders, In accordance with ASIC Regulatory Guide 26, we wish to advise that Grant Thornton Audit Pty Ltd has been appointed auditor of the Schemes effective 4 March 2024. Our previous auditors, KPMG, were appointed our auditor in 2010 and have acted in the role for 13 years. In considering the length of KPMG’s tenure, the Board decided to investigate other available alternatives. A detailed external auditor selection and interview process was conducted, culmin

Mutual Limited
Mar 4, 20241 min read


Copia Investment Partners and HSBC Asset Management launch Global Infrastructure Equity Fund to Australian retail investors
Copia Investment Partners has announced an Australian distribution partnership with HSBC Asset Management (HSBC AM) to deliver the HSBC Glob

Copia Investment Partners
Feb 27, 20244 min read


Notice to investors: Changes to your investment administration
This article contains important information regarding your investment. As previously communicated by email, as a Responsible Entity of your investments, Copia Investment Partners (Copia) employs a panel of service providers that help facilitate the reporting for your investments with us. On 18th December 2023 ("the transition date"), Copia will be changing one of its service providers that manages the client administration and registration from Iress Managed Funds Administrat

Artisan Partners | In Partnership with Copia
Dec 13, 20232 min read


Notice to investors: Changes to your investment administration
This article contains important information regarding your investment. As previously communicated by email, as a Responsible Entity of your investments, Copia Investment Partners (Copia) employs a panel of service providers that help facilitate the reporting for your investments with us. On 18th December 2023 ("the transition date"), Copia will be changing one of its service providers that manages the client administration and registration from Iress Managed Funds Administrat

Copia Investment Partners
Dec 13, 20232 min read


Winner: Money magazine's Best of the Best | Best Australian Shares Fund 2024
Chester Asset Management are thrilled to announce that the Chester High Conviction Fund has been recognised as Money magazine’s Best Australian Shares Fund 2024, marking its second consecutive win after also securing the award in 2023. We were delighted to attend the lunch in Sydney alongside representatives from Copia Investment Partners. How the winner is chosen: "Rainmaker, publisher of Money, has been reviewing superannuation, managed funds and their investment managers f

Chester Asset Management
Nov 25, 20231 min read


Mutual Cash Fund rated "Recommended" by Lonsec
We are pleased to announce the Mutual Cash Fund (MCTDF) received a Recommended rating from Lonsec in its first review of the strategy. In its Product Review dated 25 September 2023, Lonsec describes the Mutual Cash Fund as a "low volatility fund that provides investors with security and minimal risk in generating regular income, with a focus on liquidity management”. The Fund is managed by Mutual Limited and is an actively managed portfolio of deposits offered by the four maj

Mutual Limited
Oct 3, 20232 min read
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