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Wealth Creation | Managed Funds

Wealth Creation | Managed Funds

Wealth Creation | Managed Funds

The goal of long-term wealth creation is to increase the value of your investment portfolio over time, to help you meet your long-term...

Copia Investment Partners

Aug 1, 20191 min read

Social Impact | Managed Funds

Social Impact | Managed Funds

Social Impact | Managed Funds

There’s no question that investors are increasingly focused on the environmental and social footprint of their investments. For many...

Copia Investment Partners

Aug 1, 20191 min read

OC Funds Management: All Funds in the top quartile over five years

OC Funds Management: All Funds in the top quartile over five years

OC Funds Management: All Funds in the top quartile over five years

New research by Money Management shows that OC Funds Management has its entire range of Funds in the top quartile of its peer group over...

OC Funds Management

May 31, 20181 min read

OC Funds win Fund Manager of Year Award (Small Cap)

OC Funds win Fund Manager of Year Award (Small Cap)

OC Funds win Fund Manager of Year Award (Small Cap)

The OC Dynamic Equity Fund has taken out the highly contested Australian Small Cap Equities Fund Manager of the Year Award for the 2018...

OC Funds Management

May 10, 20181 min read

Podcast: Robert Frost talks small caps

Podcast: Robert Frost talks small caps

Podcast: Robert Frost talks small caps

Listen to Robert Frost as he talks with Livewire about his approach to small-caps investing, being wary of hot stocks and themes and why...

OC Funds Management

Mar 31, 20181 min read

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This website provides information to help investors and their advisers assess the merits of investing in financial products. We strongly advise investors and their advisers to read information memoranda and product disclosure statements carefully.

The information on this website does not constitute personal advice and does not take into account your investment objectives, financial situation or needs. It is therefore important that if you are considering investing in any financial products and services referred to on this website, you determine whether the relevant investment is suitable for your needs, objectives and financial circumstances. You should also consider seeking independent financial advice, particularly on taxation, retirement planning and investment risk tolerance before making an investment decision.

Neither Copia Investment Partners Limited, nor any of our associates, guarantee or underwrite the success of any investments, the achievement of investment objectives, the repayment of capital or payment of particular rates of return on investments.

Copia Investment Partners Limited publishes information on the website that to the best of its knowledge is current at the time and is not liable for any direct or indirect losses attributable to omissions from the website, information being out of date, inaccurate, incomplete or deficient in any other way. Investors and their advisers should make their own enquiries before making investment decisions.

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