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OC Mid-Cap Fund

The OC Mid-Cap Fund is a long-only, benchmark unaware Australian equity strategy. The Fund offers investors the opportunity to gain investment exposure to high quality and well managed mid-cap stocks in a segment of the market that has produced superior investment returns over the past two decades.

Why choose the OC Mid-Cap Fund?

Harness growth opportunities

Mid-cap companies often represent businesses that have a solid market position but have yet to reach their growth potential.

Resilience through diversification

Mid-caps often operate in a broad range of industries, unlike large-caps, which are often in sectors closely linked to the broader economy.

Opportunity for strong returns

While there's no guarantee of outperformance, the market capitalisation dispersion can allow OC to identify under researched and undervalued stocks.

Proven investment

process

OC's proven bottom-up, benchmark unaware and internally driven investment process has delivered investors strong long-term returns across all market cycles.

To 31 August 2024

1 Mth

3 Mths

1Yr

3 Yrs

5 Yrs

10 Yrs

Since Inception

OC Mid-Cap Fund

0.1%

2.3%

-

-

-

-

20.1%

S&P/ASX MidCap 50 Index

2.0%

4.7%

-

-

-

-

15.6%

Outperformance

-1.9%

-2.4%

-

-

-

-

4.5%

Past performance is not a reliable indicator of future performance. The total returns of the OC Mid-Cap Fund over specified periods are shown in the above table. This table contains information regarding total returns to the date specified. Total returns are calculated after taking into account all fees. 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. Positive returns, which the Fund is designed to provide, are different regarding risk and investment profile to index returns.

Ready to invest?

Applying online can take as little as 10 minutes.

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