Copia Investment Partners (Copia) today announced that Lonsec has upgraded its rating of the ECP Growth Companies Fund to “Highly Recommended”, its highest rating category.
The Fund is managed by Sydney-based ECP Asset Management (ECP) and offers investors a concentrated and benchmark-unaware exposure to Australian shares (typically 25 – 30 stocks). ECP is one of six investment managers distributed by Copia in the retail and financial advice channel.
The Fund’s investment approach is based on ECP’s institutional ‘All Cap’ investment strategy, which has returned 15.8% per annum (after fees) since inception in July 2012, 5.1% ahead of the S&P/ASX 300 Accumulation Index (as at 30 September 2021).
In its Report dated 27 September 2021, Lonsec concluded that ECP has a “strong performance track record of alpha generation from the underlying strategy against the Benchmark” and “the Manager (ECP) applies a detailed bottom-up fundamental research effort that is considered logical, repeatable and robust.”
John Clothier, Copia General Manager Distribution welcomed the Highly Recommended rating, noting that “we are delighted with Lonsec’s upgrade which demonstrates a high level of conviction in ECP as an investment manager. We believe there is a compelling case to consider ECP in the active Australian equity space, which is supported by a stable and experienced team, strong long-term performance and solid ratings.”
The Fund is currently listed on a range of platforms including BT Panorama, Netwealth, Praemium, HUB24, and Powerwrap.
Disclaimer: This document is for general information purposes only and does not take into account the specific investment objectives, financial situation or particular needs of any specific individual. As such, before acting on any information contained in this document, individuals should consider whether the information is suitable for their needs. This may involve seeking advice from a qualified financial adviser. Copia Investment Partners Ltd (AFSL 229316, ABN 22 092 872 056) (Copia) is the issuer of the ECP Growth Companies Fund. A current PDS is available from Copia located at Level 25, 360 Collins Street, Melbourne Vic 3000, by visiting vertium.com.au or by calling 1800 442 129 (free call). A person should consider the PDS before deciding whether to acquire or continue to hold an interest in the Fund. Any opinions or recommendations contained in this document are subject to change without notice and Copia is under no obligation to update or keep any information contained in this document current. Past performance is not a reliable indicator of future performance.
The rating issued 09/2021 is published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421 445 (Lonsec). Ratings are general advice only, and have been prepared without taking account of your objectives, financial situation or needs. Consider your personal circumstances, read the product disclosure statement and seek independent financial advice before investing. The rating is not a recommendation to purchase, sell or hold any product. Past performance information is not indicative of future performance. Ratings are subject to change without notice and Lonsec assumes no obligation to update. Lonsec uses objective criteria and receives a fee from the Fund Manager. Visit lonsec.com.au for ratings information and to access the full report. © 2021 Lonsec. All rights reserved.
About Copia Investment Partners
Copia Investment Partners (Copia) was established in 2009 as an independent investment management group.
Copia provides distribution and business support services for six fund managers via an investment partnership arrangement: OC (Australian small caps), Vertium (equity income), Chester (high conviction Australian equities), ECP Asset Management (Australian equity growth high conviction), Artisan Partners (global small and mid-cap equity), and TT International (global environmental impact).
Copia forms partnerships with select Australian and international investment managers to establish, grow and support their businesses. At the same time, investment partners have the opportunity to access and broaden their reach within Australia’s highly competitive investment market.
Further details on Copia Investment Partners and its strategies can be accessed via the website www.copiapartners.com.au
Copia Investment Partners Ltd (AFSL 229316, ABN 22 092 872 056) (Copia). The partner fund managers are representatives of Copia. This document is for general information purposes only and does not take into account the specific investment objectives, financial situation or particular needs of any specific reader. Any opinions or recommendations contained in this document are subject to change without notice and Copia is under no obligation to update or keep any information in this document current.
Comments