NEWS

We’ve come to accept paying a higher price to be first in line to board a plane, but that’s not necessary the case with SMA portfolios. If you are a financial adviser using SMA equity portfolios for your clients, you have the option of choosing between two types of SMA provider – a specialist or…

Multi boutique fund manager Copia Investment Partners has appointed Jude Fernandez as Distribution Manager, reporting to General Manager Distribution John Clothier. Jude will split his office locations between Sydney and Melbourne. Jude has over 20 years’ experience in the financial services industry. Prior to joining Copia, Jude was National Sales Manager for Paradice Investment Management for four…

We’re excited to welcome to the Copia team Matthew Roberts, who joins us from IOOF. As Distribution Manager, Matt will be focussed on building relationships with advice practices in NSW and Queensland, and will report to General Manager Distribution John Clothier. Matt will help promote the capabilities of Copia’s four investment partners – OC, Vertium,…

FUND UPDATES | Following a challenging quarter across global equity markets, equities bounced strongly in January, with the OC Premium Small Companies Fund and the OC Dynamic Equity Fund returning 6.3% and 6.6% for the month. This was ahead of both the S&P/ASX Small Ordinaries Accumulation Index and the S&P/ASX Small Industrials Accumulation Index which returned 5.6%…

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

MONTH TO 31 JAN 2019 | The Vertium Equity Income Fund returned 2.06% for the month of January, underperforming the S&P/ASX 300 Accumulation Index, which returned 3.87%. View report  

JASON TEH | It’s obvious. Retirees need income. With cash and fixed interest offering low yields, equities are a good place to look for income. On the surface, it may seem easy creating an income portfolio from shares – just select stocks from a list of high dividend yielders. However, setting up an income portfolio for…

MEDIA RELEASE | Copia Investment Partners has appointed Anthony Pesutto as General Manager Marketing in its Melbourne office, reporting to Chief Operating Officer Sam Cole. Anthony will be responsible for the marketing and communications of the multi boutique fund manager and its four investment partners, OC, Ralton, Vertium and Chester. Anthony has over 22 years’…

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…