Oc Funds Management

HOW TO INVEST

To Invest in an OC Fund
1. Obtain a copy of the OC Funds Management Product Disclosure Statement (PDS).  (Download below or contact us directly)
 
2. Read the Product Disclosure Statement carefully and complete the application form attached (also available separately).
 
3. Attach a cheque payable to ‘National Nominees Ltd ACF OC Application Account’ or pay via EFT (details in the PDS) and send completed form to:
 
OC Funds Management
P.O. Box 572
Collins Street
West Melbourne, VIC 8007
 
Applications are typically processed within two business days. The minimum initial application for the OC Premium, Dynamic and Concentrated funds is $20,000. Further subscriptions and withdrawals may be of a lesser amount.
 
Applications can be made through margin lending or platform facilities.  Details of some of those organisations offering margin lending or platform facilities for the OC Funds can be found here.
 
Download Premium Small Companies Fund Product Disclosure Statement
Download Dynamic Equity Fund Product Disclosure Statement
Download Concentrated Equity Fund Product Disclosure Statement


To Redeem an Investment from an OC Fund
A redemption form must be completed to redeem units. Redemptions can be made by filling in the redemption form and faxing the completed form to (03) 9642 0066 or mail to:
 
OC Funds Management
P.O. Box 572
Collins Street
West Melbourne, VIC 8007
 
Redemptions are typically processed within two business days. For a redemption form please contact us.