July 2019
- News
Let’s face it, there are few free lunches in giving investment advice. Which makes any reward from reducing a client’s tax burden well worth the effort. For most advisers, the chance to present a tax effective investment solution to clients has strong appeal as part of the advice value proposition: the challenge is how do…
February 2019
- Fund update
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%…
February 2019
- Fund 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
February 2019
- Uncategorized
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
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,…
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
February 2018
- Investment Manager
PODCAST | OC Funds Management's Head of Investments, Robert Frost, talks with Livewire about his approach to small-caps investing, being wary of hot stocks and themes and why travelling can make you a better investor. Listen to podcast