Oc Funds Management

News - Fund updates

  • Fund Updates | December 2017

    January 2018 | Domestic small-cap equities continued to perform well in the December quarter with commodity stocks doing much of the heavy lifting. The 25.4% increase in the S&P/ASX Small Resources Accu...
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  • Fund Updates | November 2017

    December 2017 | The Australian small-cap market continued its strong finish to calendar year 2017 with the S&P/ASX Small Ordinaries Accumulation Index up 3.9% and the S&P/ASX Small In...
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  • Fund update | October 2017

    November 2017 | The Australian small-cap market had a very strong month with the S&P/ASX Small Ordinaries Accumulation Index up 6.0% and the S&P/ASX Small Industrials Accumulation Index up 5.9%...
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  • Fund Update | September 2017

    October 2017 | Domestic small-cap equities performed well in the September quarter with commodity price increases driving a sharp rise in the S&P/ASX Small Resources Accumulation Index (+12.8%) and...
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  • Fund update | August 2017

    September 2017 | The month of August was dominated by stock-specific news which came as the majority of ASX-listed companies released their annual results and accompanying outlook statements. Solid mo...
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  • Fund update | July 2017

    August 2017 | OC's funds started the new financial year on a positive note with the OC Premium Small Companies Fund, the OC Dynamic Equity Fund and the OC Micro-Cap Fund posting returns of 0.5%, 0.7% and 2....
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  • Fund update | June 2017

    July 2017 | OC's funds rounded out the financial year with a strong quarter across the board with the OC Premium Small Companies Fund, the OC Dynamic Equity Fund and the OC Micro-Cap Fund returning 6.3...
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  • Fund update | May 2017

    June 2017 | The OC Premium Small Companies Fund and OC Dynamic Equity Fund posted solid performance in challenging market conditions, outperforming the S&P/ASX Small Ordinaries Accumulation Index by 3.4...
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  • Financial Year End Distribution Timetable | June 2017

    June 2017 | The 2017 financial year end distribution timetable is now available.
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  • Fund update | April 2017

    May 2017 | The OC Premium Small Companies Fund and the OC Dynamic Equity Fund both had a relatively flat month. The Premium Small Companies Fund finished slightly ahead of the S&P/ASX Sma...
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  • Fund update | March 2017

    April 2017 | Although market volatility remained low in the first quarter of 2017, there was plenty happening beneath the surface in the small-cap universe with the team seeing an ongoing shift in style pre...
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  • Fund update | February 2017

    March 2017 | It was a mixed month for the OC portfolios. The OC Premium Small Companies Fund posted a positive return but finished behind its benchmark, while the OC Dynamic Equity Fund ended the month ahea...
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  • Fund update | January 2017

    February 2017 | Domestic small-cap stocks came under pressure in January which saw our flagship OC Premium Small Companies Fund finish the month down 2.4% in line with the S&P/ASX Small Ordinaries Accum...
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  • Fund update | December 2016

    January 2017 | A solid rebound in the unit price in December was insufficient to offset the challenging months of October and November, with the OC Premium Small Companies and the OC Dynamic Equity Fun...
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  • Year end distribution timetable | December 2016

    December 2016 | The 2016 year end distribution timetable is now available.
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  • Fund update | November 2016

    December 2016 | OC's newly launched micro-cap fund outperformed its benchmark in November, despite difficult market conditions. In contrast, OC's flagship portfolio, OC Premium Small Companies, had a c...
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  • Fund update | October 2016

    November 2016 | The sell-off in the Australian share market in October was largely due to events across the Pacific with rising bond yields in the US and election uncertainty ahead of the US Presidenti...
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  • Fund update | September 2016

    October 2016 | There was limited new stock-specific news in September and the investment team was busy meeting with the management of current and prospective holdings post the August reporting season.&...
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  • Fund update | August 2016

    September 2016 | The month of August was dominated by stock-specific news which came as the vast majority of ASX-listed stocks released their annual results and accompanying outlook statements. Volatility f...
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  • Performance update | July 2016

    August 2016 | It was a strong month on an absolute basis for flagship fund, OC Premium Small Companies, which finished July up 6.5%. This performance was not enough, however, to keep up with the S&...
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  • Performance update | June 2016

    July 2016 | After a volatile period during which small-cap resource stocks continued to outperform and the gold price spiked following the Brexit vote, OC's flagship fund, OC Premium Small Co...
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  • Performance update | May 2016

    June 2016 | It was a strong month for all of OC’s portfolios with the flagship OC Premium Small Companies Fund finishing May up 5.4%, ahead of both the S&P/ASX Small Ordinaries Accumulation I...
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  • Financial year end distribution timetable | 2016

    May 2016 | The estimated dates for distribution payments from OC Funds Management for the financial year ending 30 June 2016 are now available.
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  • Performance update | April 2016

    May 2016 | Following a volatile opening quarter of the calendar year, the Funds finished April behind their respective benchmarks, except for the OC Premium Small Companies Fund which was slightly ahea...
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  • Performance update | March 2016

    April 2016 | The March quarter was a rollercoaster ride for Australian small-cap equities where a pull-back in the first half of the quarter was more than offset by a sharp commodity-driven rally over the b...
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  • Performance update | February 2016

    March 2016 | February was a volatile time for equity markets with a sharp sell-off at the start of the month promptly followed by a commodity-driven rally which caught many investors, us included, by surpri...
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  • Performance update | January 2016

    February 2016 | A broad-based sell-off in global equity markets in January, saw the Funds down for the month. While OC’s portfolios have typically held up well in falling markets due to...
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  • Performance update | December 2015

    January 2016 | The OC Premium Small Companies, Dynamic Equity and Concentrated Equity Funds finished the December quarter on a positive note, up 10.9%, 10.4% and 10.9%, respectively. Holdings in outdoor med...
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  • Performance update | November 2015

    December 2015 | In what were volatile market conditions, OC’s flagship fund, OC Premium Small Companies, delivered investors 2.9% during November, outperforming the S&P/ASX Small Ordinaries Index....
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  • Performance update | October 2015

    November 2015 | In a very strong market, the OC Premium Small Companies, Dynamic Equity and Concentrated Equity Funds returned 5.1%, 4.4% and 6.1% for the month of October, respectively.
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  • Performance update | September 2015

    October 2015 | The OC Funds enjoyed an excellent September 2015 quarter despite volatile market conditions.
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  • Performance update | August 2015

    September 2015 | The OC Funds enjoyed a relatively strong reporting season during which most of our holdings released results in line with or ahead of market expectations.
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  • Performance update | July 2015

    August 2015 | The OC Funds had a strong start to the 2016 financial year and we remain optimistic about the August reporting season ahead.
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  • Quarterly Fund Updates June 2015

    July 8th, 2015 The beauty of investment in small to mid-caps is that despite the structural and macro issues facing the economy, it is always possible to find sectors and stocks that are performing well...
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  • Monthly Fund Update May 2015

    June 15th, 2015 The OC Funds portfolio remains well positioned given the prevailing economic climate with exposure to the following thematics:
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  • Monthly Fund Update April 2015

    May 13th, 2015 Overall demand conditions in Australia remain challenging and this was confirmed at the recent Macquarie Conference where the investment team attended briefings with the management of more t...
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  • Quarterly Fund Updates March 2015

    April 15th, 2015 Although we expect domestic economic data to continue to disappoint in the short to medium term, we believe our portfolio positioning leaves us well placed to deliver solid performance for...
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  • Monthly Fund Updates February 2015

    March 12th, 2015 Our exposure to domestic cyclicals still remains low and we have ample exposure to companies with offshore earnings where growth prospects are more robust.
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  • Monthly Fund Updates January 2015

    February 10th, 2015 Little has changed during January to alter our view that domestic economic growth will remain below trend for the balance of calendar year 2015. As a result, we enter the February repor...
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  • Quarterly Fund Updates December 2014

    January 9th, 2015 The OC Funds investment team is entering 2015 with a strong sense of optimism that we can continue to generate excellent long term investment returns for all our clients. We wish our inve...
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  • Monthly Fund Updates November 2014

    December 11th, 2014 The Funds have solid exposure to to a strengthening US economy... furthermore, the portfolio is a net beneficiary of a weaker AUD. Whilst the first few days of December have been volati...
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  • Monthly Fund Updates October 2014

    November 13th, 2014 The corporate pipeline is again looking very strong with a number of IPOs slated for ASX listing pre Christmas. Pleasingly, some of these market aspirants seem to be of a high quality a...
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  • Quarterly Fund Updates September 2014

    October 9th, 2014 The sharp fall in the value of the Australian dollar has been a major topic of discussion in financial markets in recent weeks. Currency movement is only one determinant of...
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  • Monthly Fund Updates August 2014

    12th September 2014 It is early September and there are still a myriad of company meetings being undertaken by the investment team following August reporting. The corporate pipeline is again...
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  • Quarterly Fund Updates June 2014

    July 16th, 2014 We head into the 2015 financial year with mixed views on the current strength of the domestic economy but confident that the 2015 calendar year ought to bring with it an impr...
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  • Monthly Fund Updates July 2014

    August 12th, 2014 Ahead of the August reporting season, we thought it would be helpful to provide investors with a quick snap-shot of our preferred thematics, those which we are cautiously watching and tho...
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  • Monthly Fund Updates May 2014

    June 11th, 2014 The avalanche of IPO activity has continued into May with our team either meeting with management of prospective listings or undertaking site tours of their operations on an ...
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  • Monthly Fund Updates April 2014

    May 13th, 2014 We remain of the view that domestic growth is currently below trend with the economy navigating a period of transition from the mining boom to an infrastructure led recovery. ...
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  • Quarterly Fund Updates March 2014

    April 10th, 2014 Little has occurred during the quarter to alter our view that domestic growth remains below trend with the economy navigating a period of transition as the mining boom moves from the labou...
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  • Monthly Fund Updates February 2014

    March 13th, 2014 Globally, outside of the seemingly constant geo-political flare ups (this time in the Ukraine), there seems to be an ongoing tone of optimism from Europe and across the Atlantic, to the US...
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