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Wealth Creation | Managed Funds

Updated: Mar 23, 2022

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 investment objectives and provide you with greater financial security.


Equity-based funds are often a key element in a wealth creation strategy, because they generally offer the prospect of capital growth as the companies they invest in grow their own profits and balance sheets.

However, not all equity funds are the same, and you should read the information about each of Copia's wealth creation styled funds to understand the nature of each fund's investment strategy, investments and risks.


For example, some Copia equity funds can invest globally, while others are Australia-only. Others can invest in large listed companies, while others focus on mid-sized or even smaller-sized companies.

While equity funds can provide excellent growth potential they can carry increased risk and capital volatility, particularly in the short term. Adopting a longer time horizon can reduce or manage this short-term risk.


Copia's Wealth Creation Providers
 
 
 

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Melbourne (Head Office) 

Level 47, 80 Collins Street (North Tower)
Melbourne VIC 3000

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Sydney
Governor Macquarie Tower
Level 25, 1 Farrer Place,

Sydney NSW 2000

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Brisbane

Suite 24, Level 18, 324 Queen Street, Brisbane QLD 4000

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DISCLAIMER

 

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.

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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.

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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.

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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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© 2025 Copia Investment Partners Limited

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