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OC Dynamic Equity Fund Nominated for the 2023 Money Management Fund Manager of the Year Award


OC Funds Management is thrilled to announce the nomination of the OC Dynamic Equity Fund for the 35th Annual Money Management Fund Manager of the Year Awards in the Australian Small Cap Equity category.


This recognition reflects the Fund's exceptional performance and dedication to delivering outstanding results to its investors.

The award is an esteemed event that acknowledges excellence in the investment management industry. It is Australia’s longest-standing independent and whole-of-market fund awards program. The Small Cap category specifically focuses on funds that demonstrate exceptional expertise in navigating the dynamic and challenging small-cap market segment.

OC Dynamic Equity Fund's nomination underscores its consistent track record of success in managing small-cap investments. It marks the fourth time since 2018, when OC Funds Management won the award, that OC has been nominated in the Australian Small or Small/Mid Cap Equity Fund of the Year category. The Fund's commitment to rigorous research, prudent risk management, and astute investment strategies has resulted in significant value creation for its investors.

"We are honoured and thrilled to be nominated for the 35th Annual Money Management Fund Manager of the Year Awards in the Australian Small Cap Equity category," said Robert Frost, Head of Equities at OC Funds Management. "This recognition is a testament to the hard work and dedication of our entire team in delivering superior performance and value to our investors."

The OC Dynamic Equity Fund stands out among its peers for its ability to identify promising small-cap companies with strong growth potential. Through meticulous analysis and in-depth market research, the fund consistently strives to identify undervalued opportunities and capitalise on emerging trends.

The winners of the 35th Annual Money Management Fund Manager of the Year Awards will be announced at a ceremony on 22 June at The Star, Sydney. The event will bring together leading industry professionals, investors, and key stakeholders to celebrate the outstanding achievements of fund managers across various categories.

About OC Funds Management:


OC Fund Management is a renowned investment management firm dedicated to delivering superior results for its investors. OC Funds Management funds are distributed by Copia Investment Partners.


With a focus on small-cap investments, the fund manager leverages its expertise, disciplined approach, and comprehensive research to identify high-potential companies with attractive growth prospects. Backed by a seasoned team of professionals, OC Funds Management remains committed to delivering consistent value and helping investors achieve their financial goals.

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OC Funds Management

Head Office

Level 47, 80 Collins Street (North Tower)
Melbourne VIC 3000

Postal

PO Box 24164
Melbourne Vic 3001, Australia

P  1800 442 129

E  clientservices@copiapartners.com.au

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DISCLAIMER

 

This website provides information to help investors and their advisers assess the merits of investing in financial products. We strongly advise investors and their advisers to read information memoranda and product disclosure statements carefully.

The information on this website does not constitute personal advice and does not take into account your investment objectives, financial situation or needs. It is therefore important that if you are considering investing in any financial products and services referred to on this website, you determine whether the relevant investment is suitable for your needs, objectives and financial circumstances. You should also consider seeking independent financial advice, particularly on taxation, retirement planning and investment risk tolerance before making an investment decision.

Neither Copia Investment Partners Limited, nor any of our associates, guarantee or underwrite the success of any investments, the achievement of investment objectives, the repayment of capital or payment of particular rates of return on investments.

Copia Investment Partners Limited publishes information on the website that to the best of its knowledge is current at the time and is not liable for any direct or indirect losses attributable to omissions from the website, information being out of date, inaccurate, incomplete or deficient in any other way. Investors and their advisers should make their own enquiries before making investment decisions.

© 2023 OC Funds Management

Morningstar Awards 2023 (c). Morningstar, Inc. All Rights Reserved. OC Premium Small Companies nominated for Fund Manager of the Year, Australian Smalls Equities Category, Australia 2023.

The rating issued September 2022 APIR OPS0002AU, September 2022 APIR OPS0001AU & September 2022 APIR OPS0004AU are published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421 445 (Lonsec). Ratings are general advice only,and have been prepared without taking account of your objectives, financial situation or needs. Consider your personal circumstances, read the product disclosure statement and seek independent financial advice before investing. The rating is not a recommendation to purchase, sell or hold any product. Past performance information is not indicative of future performance. Ratings are subject to change without notice and Lonsec assumes no obligation to update. Lonsec uses objective criteria and receives a fee from the Fund Manager. Visit lonsec.com.au for ratings information and to access the full report. © 2022 Lonsec. All rights reserved.

The Zenith Investment Partners (ABN 27 103 132 672, AFS Licence 226872) (“Zenith”) rating (assigned APIR OPS0002AU— February 2022, APIR OPS0004AU - February 2022) referred to in this piece is limited to “General Advice” (s766B Corporations Act 2001) for Wholesale clients only. This advice has been prepared without taking into account the objectives, financial situation or needs of any individual, including target markets of financial products, where applicable, and is subject to change at any time without prior notice. It is not a specific recommendation to purchase, sell or hold the relevant product(s). Investors should seek independent financial advice before making an investment decision and should consider the appropriateness of this advice in light of their own objectives, financial situation and needs. Investors should obtain a copy of, and consider the PDS or offer document before making any decision and refer to the full Zenith Product Assessment available on the Zenith website. Past performance is not an indication of future performance. Zenith usually charges the product issuer, fund manager or related party to conduct Product Assessments. Full details regarding Zenith’s methodology, ratings definitions and regulatory compliance are available on our Product Assessments and at http://www.zenithpartners.com.au/RegulatoryGuidelines

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