OC hits $500 million FUM milestone
Australian small-caps manager, OC Funds Management, recently hit a key milestone in its 15-year history with funds under management growing to more than $500 million.
“This is an important milestone for OC. Inflows into our flagship fund, OC Premium Small Companies, have been strong thanks to ongoing support from key financial advice groups and inclusion on some of Australia’s leading platforms and model portfolios,” said Robert Frost, OC’s Head of Investments.
“Although we’re managing in excess of $500 million, we still have capacity for new and existing investors,” Mr Frost said.
“This is a great result for OC. Off the back of the team’s continued strong long-term performance and the efforts of Copia’s Distribution team, it’s pleasing to see OC rewarded for its commitment and expertise in the small-caps space,” said Sam Baillieu, Chief Executive Officer of Copia Investment Partners, OC’s distribution, marketing and administration partner.
Over one, three and five years to 30 November 2015, the OC Premium Small Companies Fund outperformed the S&P/ASX Small Ordinaries Accumulation Index by 14.8%, 17.7% p.a. and 16.9% p.a., respectively.