Alan Au will undertake research and analysis of credit securities and will report to Mutual Limited Chief Investment Officer Scott Rundell.

Information relating to financial year end 2023 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, 30 June You can continue to submit applicatio

Mutual Limited today announced that the Mutual Wholesale Income strategy has been added to FirstChoice’s Investment and Super & Pension platform menus effective 22 May 2023. The strategy gains exposure to the Mutual Income Fund, which seeks to provide a reliable income stream and a high level of capital preservation by investing in a portfolio of Australian bank senior and subordinated floating rate notes, with a concentration to the Big 4 banks. The Fund is designed to provi

OC Funds Management is thrilled to announce the nomination of the OC Dynamic Equity Fund for the Money Management Fund Manager of the Year.

We were pleased to be part of a panel discussion at the Lonsec 2023 Symposium, focusing on the merits of active and passive investing.

Australian equities fund manager Chester Asset Management (Chester) welcomes the appointment of Malhar Ravalia as an analyst to its Melbourne investment team. Mr Ravalia has a decade of experience working in financial services, including eight years as an acquisitions analyst at Satterley Property Group. Speaking on the new appointment, Chester Managing Director and Portfolio Manager Rob Tucker said “We are pleased to announce the appointment of Malhar Ravalia as the newest m

Copia Investment Partners has recruited a new distribution manager from National Australia Bank. Justin Cilmi has held senior positions across the industry including superannuation consultant at NAB and most recently, business development manager at Colonial First State. He has also held director roles at independent advice firms JC & Co Financial Solutions and Devon Partners in Melbourne. "Justin understands the challenges for advisers and what solutions they need for client

Chester Asset Management are honoured to announce that the Chester High Conviction Fund has won Money magazine's Best Australian Shares Fund 2023 at this year's Best of the Best Awards. 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 for more than 20 years. To conduct the banking prod

We are pleased to announce that the Chester High Conviction Fund is a finalist at the Lonsec and SuperRatings Fund of the Year Awards, for Active Australian Equity Fund of the Year. The finalist nomination coincides with the five-year anniversary for the Chester High Conviction Fund in 2022 (9 years for the strategy). Now in its 20th year, the awards recognise the best providers across the managed fund and superannuation sectors.

In this short video, Rob answers some common questions about Chester: Who is Chester? What is the Chester investment approach? What is the Chester High Conviction Strategy? What attributes are you looking for in a company?

In this AFR Fundie Q&A, Chester Asset Management’s Rob Tucker answers some crucial questions that the high conviction equity manager has about the current reporting season. Rob discusses which 30-year Australian success story now represents an ‘asymmetric payoff’ - meaning the risk is skewed to the downside rather than the upside. Rob also discusses with Alex Gluyas which stocks appear well positioned in the current inflationary and higher interest rate environment. The Q&A a

We’re pleased to announce our investment partner Chester Asset Management has been recognised as one of Financial Newswire’s Australia’s 10 most consistent fund managers (Star Manager). The Star Manager status recognises the “performance and consistency of fund managers who outperform their peers and have consequently gained a notable reputation”. Industry publisher Financial Newswire has collaborated with SQM Research to compile the list of Star Managers, drawing on 3-year t

Information relating to financial year end 2022 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 Thursday, 30 June You can continue to submit applicat

Copia kicked off its 2022 Roadshow yesterday in Melbourne and we’d like to thank all our guests who attended. We were proud to host our investment partners OC Funds Management, ECP Asset Management and TT International, while also featuring Lonsec Investment Consulting. OC’s Robert Frost spoke about the Australian small companies sector, while ECP’s Jared Pohl focused on broader Australian equities. TT’s Harry Thomas discussed major themes impacting the global environmental s

Copia has announced a distribution partnership with Mutual Limited, an independently owned cash, credit and fixed income investment manager

Australian small companies specialist OC Funds Management is pleased to announce the appointment of Aaron Yeoh as Senior Investment Analyst.

The Target Market Determination for the Artisan Global Discovery Fund is available here. What are the Design and Distribution Obligations (DDO)? ASIC Regulatory Guide 274 (RG 274) requires Issuers and Distributors of financial products to take steps to ensure that retail clients are offered products that are likely to be consistent with their likely objectives, financial situation and needs. The DDO regime is designed to provide a framework for all retail products (funds) to

The Target Market Determination for the TT Global Environmental Impact Fund is available here. What are the Design and Distribution Obligations (DDO)? ASIC Regulatory Guide 274 (RG 274) requires Issuers and Distributors of financial products to take steps to ensure that retail clients are offered products that are likely to be consistent with their likely objectives, financial situation and needs. The DDO regime is designed to provide a framework for all retail products (fund

Information relating to financial year end 2021 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 on Wednesday, 30 June You can continue to submit applications

Copia Investment Partners is pleased to announce that Artisan Global Discovery has been recognised as a finalist by Morningstar at its 2021 Fund Manager of the Year Awards (Undiscovered Manager category). The award for Undiscovered Manager includes managers or specific funds with strong investment merit that Morningstar considers worthy of bringing to the attention of the retail market. Artisan Partners is a US-based global fund manager with $161 billion under management as a