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News and Insights

OC Funds Management hires Nga Lucas as Portfolio Manager

Australian mid, small and micro-cap specialist OC Funds Management is pleased to announce the appointment of Nga Lucas as a Portfolio Manager for the mid-cap portfolio.

Prior to commencing with OC, Nga worked at Australian Foundation Investment Company (AFIC) for over a decade where she served as a Senior Investment Analyst specialising in Technology, Telecommunications, Industrial and small companies, and assisted with the management of the portfolio.


Nga’s experience prior to AFIC includes 10 years on the sell-side as a Research Analyst working at Goldman Sachs and HSBC. This included in-depth research and analysis of a broad range of sectors across small and large companies on the ASX. 


Rob Frost said "Nga has demonstrated a successful track record in navigating equity markets. Her strategic insights, deep understanding of the Australian equity landscape, and excellent communication skills will undoubtedly enhance OC Funds' newest venture."


Rob added that her appointment reflects our commitment to attracting top-tier investment professionals to strengthen its capabilities in the mid-cap space.


The OC Mid-Cap Fund offers investors a diversified portfolio tailored to capture opportunities in this market segment.


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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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© 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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