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| Rebate Offer |
N/A |
| Minimum Initial Investment |
$25,000 |
| Expected Close Date |
Ongoing |
| Description |
OC Funds are specifically structured to take advantage of the many and varied investment opportunities available in the Australian Equities Market.
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| Product Disclosure Statement |  | Download Product Disclosure Statement (PDS) |  | Request Product Disclosure Statement (PDS) |
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The OC Premium Equity Fund and OC Dynamic Equity Fund (formerly Opis Capital) aimto provide investors with an exposure to a unique portfolio of companies that will produce sustainable long-term returns in excess of those provided by the overall Australian equities market. Incorporating the following funds:
- The OC Premium Equity Fund: The OC Premium Equity Fund is a pooled unit trust providing investors with the opportunity to invest in a broad range of Australian listed securities with a focus on smaller to mid-capitalisation companies due to their relative simplicity, potential for growth and inefficiencies in market pricing.
- The OC Dynamic Equity Fund:The OC Dynamic Equity Fund is a pooled unit trust providing investors with the opportunity to invest in a unique portfolio of Australian listed securities. Whilst the core holdings of the Premium Equity Fund and the Dynamic Equity Funds will generally be the same, the Dynamic Fund seeks further value to be added on a small proportion of the Dynamic Fund through the exploitation of shorter term trading opportunities in ASX listed securities.
| Fee Disclosure | | There is no entry fee or trailing commission paid to financial advisers on the OC Premium Equity Fund and Dynamic Equity Fund. 2020 DIRECTINVEST will receive a $100 placement fee per application received, this is paid by Opis Capital and is not an additional charge to the investor. |
| Download Product Disclosure Statement (PDS) | | Request Product Disclosure Statement (PDS) |
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| Risk Advice | Not sure about the right level of risk cover? Life insurance advice with commission rebates. more info
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| Financial Advice | Professional fee for service financial advice - receive advice that is not driven by commissions. more info
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