August 2018
- Fund update, Investment Manager
MONTH TO 31 JUL 2018 | The Vertium Equity Income Fund returned 1.34% for the month of July, outperforming the S&P/ASX 300 Accumulation Index by 0.04%. View report
July 2018
- Fund update, Year End
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…
July 2018
- Investment Manager, Portfolio update
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
July 2018
- Fund update, Investment Manager
All funds ended up on the positive side of the ledger this month. The OC Premium Small Companies Fund and OC Dynamic Equity Fund returned 4.1% and 2.7% for August, ahead of the S&P/ASX Small Companies Accumulation Index which was up 2.5%. The OC Micro-Cap Fund continues to post respectable returns in a challenging micro-cap environment with the…
June 2018
- Fund update, Year End
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…
June 2018
- Fund update, Year End
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) …
May 2018
- Australian equity, Investment Manager
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,…
May 2018
- Australian equity, Investment Manager
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…
March 2018
- Appointments, Investment Manager, Portfolio administration, Unit registry
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…
February 2018
- Australian equity
VIDEO | Watch Vertium Asset Management's CIO Jason Teh discuss the Vertium Equity Income Fund for the December quarter. Watch now