NEWS

MONTH TO 30 NOV 2018 | The Vertium Equity Income Fund returned -1.15% for the month of November, outperforming the S&P/ASX 300 Accumulation Index by 1.03%. View report

PRESS RELEASE | Multi boutique fund manager Copia Investment Partners has appointed Mani Papakonstantinos to the role of Distribution Manager covering Victoria and Western Australia, as it continues to build its business in Australia. Mani Papakonstantinos has over 13 years’ experience in the investment industry with roles spanning across distribution, research, and advice. Prior to…

If you have received an AMIT Member Annual (AMMA) Statement in relation to your investment in one of our funds, this guide may assist you and your tax adviser to complete your tax return for the financial year ended 30 June 2018.   Understanding your AMIT Member Annual (AMMA) Statement 2018   More information Contact…

PORTFOLIO UPDATES | Our specialist managed accounts provider, Ralton Asset Management, offers investors four tax-efficient Australian share portfolios that have delivered consistent outperformance over the long term. View Ralton's latest reports  

Global markets were sold down over the month of October as a series of macro-economic, political and geo-political factors conspired to undermine investor confidence resulting in a sharp equity market sell-off. Across the domestic small cap market, the sell-off was broad-based with the S&P/ASX Small Ordinaries Accumulation Index and the S&P/ASX Small Industrials Accumulation Index…

The purpose of this notice is to inform investors in the OC Premium Small Companies Fund, OC Dynamic Equity Fund and OC Micro-Cap Fund, of which Copia Investment Partners Limited (Copia) is the responsible entity, that: Copia will amend the Constitutions of the Trusts to enable the Trusts to operate as an AMIT under the AMIT…

The 2018 financial year end distribution timetable is now available. The funds paying a distribution for the period ending 30 June 2018 are:  Fund Name  OC Premium Small Companies Fund (OPS0002AU)  OC Dynamic Equity Fund (OPS0001AU)  OC Micro-Cap Fund (OPS0004AU)  Copia Cash Management Fund (OPS0010AU)  Odey International Fund (OPS0011AU)  Vertium Equity Income Fund (OPS1827AU)  …

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 the five years to the end of calendar year 2017. Each of its Funds, including the OC Premium Small Companies Fund, the OC Dynamic Equity Fund and the OC Micro-Cap Fund,…

The OC Dynamic Equity Fund has taken out the highly contested Australian Small Cap Equities Fund Manager of the Year Award for the 2018 Money Management/ Lonsec Award. Robert Frost, OC’s Head of Investments said “ We are extremely pleased to have won this award which recognises our focussed risk management and detailed screening process…

PRESS RELEASE | 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…