OC Mid-Cap Fund
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 December 2024
1 Mth
3 Mths
1Yr
3 Yrs
5 Yrs
10 Yrs
Since Inception
*
OC Mid-Cap Fund
-5.1%
-3.3%
11.0%
-
-
-
16.7%
S&P/ASX MidCap 50 Index
-3.8%
-0.7%
12.4%
-
-
-
16.0%
Outperformance
-1.3%
-2.6%
-1.4%
-
-
-
0.7%
*The inception date of the fund is November 2023.
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.
