OC Funds Management broadens reach: FirstChoice
August 2015 | OC Funds Management (OC) continues to broaden its reach with the inclusion of its small-caps fund on Colonial First State’s FirstChoice platform.
Robert Frost, Head of Investments at OC, said, “We’re delighted the OC Premium Small Companies Fund, our flagship offering, has been added to FirstChoice. We have a strong track record as a small-caps manager having managed the portfolio since 2000, so we’re pleased to have been recognised and included.”
Distributed and backed by Copia Investment Partners (Copia), OC has had a stellar year with the Fund also added to FirstWrap and Portfolio Care.
“The Fund’s inclusion on some of Australia’s leading platforms is testament to the calibre of the OC investment team led by Robert. It also supports Copia’s long-term strategy to broaden the reach of our investment managers. With five local and international managers now in our line-up and a growing distribution team, we are focusing heavily on bringing our managers’ investment capabilities to both the institutional and retail markets,” said Sam Baillieu, Copia’s Chief Executive Officer.
OC applies a long-only, bottom-up, benchmark-unaware approach to managing the Fund and invests in 25 to 40 small-to-mid cap stocks predominantly outside the S&P/ASX 100 Index.
Over three and five years to 30 June 2015, the Fund outperformed the S&P/ASX Small Ordinaries Accumulation Index by 16.0%p.a. and 14.4%p.a., respectively.
For retail sales enquiries, contact John Clothier, General Manager, Distribution (NSW, Qld) on +61 408 488 549 or Adam Tweedale, State Manager - Southern Region (Vic, SA, WA, Tas) on +61 425 804 727.
For media enquiries, contact Sam Cole, Chief Operating Officer, on +61 3 9602 3199.
Past performance is not a reliable indicator of future performance. The total return performance figures quoted are historical, calculated using end of month mid prices and do not allow the effects of income tax or inflation. Total returns assume the reinvestment of all distributions. The performance is quoted net of all fees and expenses. The indices do not incur these costs. This information is provided for general comparative purposes. Positive returns, which the Fund is designed to provide, are different regarding risk and investment profile to index returns. This article 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. As such, before acting on any information contained in this article, readers should consider the appropriateness of the information to their needs. This may involve seeking advice from a qualified financial adviser. Copia Investment Partners Ltd (ABN 22 092 872 056) (Copia) is the issuer of the OC Premium Small Companies Fund (ARSN 098 644 976). A current PDS is available from Copia located at Level 25, 360 Collins Street, Melbourne Vic 3000 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 OC Premium Small Companies Fund. Any opinions or recommendation contained in this article are subject to change without notice and Copia is under no obligation to update or keep any information contained in this article current. Copia holds AFSL no.229316.