OC Dynamic Equity

OPS0001AU

OC Dynamic Equity OPS0001AU Strategy

The Fund’s investment universe includes all companies listed or about to be listed on the Australian Securities Exchange (‘ASX’) regardless of their size or business sector. Despite the broad investment universe, we focus on smaller businesses (ex ASX 100) believing they are easier to understand, simpler to value and more accessible to research.
The investment objective & strategy is a summary of the investment's principal strategy as written in the prospectus. This information is pulled from the most recent product disclosure document.

Funds News & Analysis

funds

Listed Investment Companies monthly performance: July 2025

The Morningstar LIC monthly report provides a snapshot of ASX-listed LICs, and whether they are trading at a premium or a discount to their net tangible assets (NTA).
funds

KiwiSaver Survey | June Quarter 2025

KiwiSaver rises to almost NZD 130 billion.
funds

Listed Investment Companies monthly performance: June 2025

The Morningstar LIC monthly report provides a snapshot of ASX-listed LICs, and whether they are trading at a premium or a discount to their net tangible assets (NTA).

Morningstar Investment Ideas

Markets

Index
Last price
Change
% Change
All Ordinaries9,243.009.000.10%
CAC 407,703.9058.70-0.76%
DAX 4023,902.21137.71-0.57%
Dow JONES (US)45,544.8892.02-0.20%
FTSE 1009,187.3429.48-0.32%
HKSE25,077.6278.800.32%
NASDAQ21,455.55249.61-1.15%
Nikkei 22542,718.47110.32-0.26%
NZX 50 Index12,930.7327.650.21%
S&P 5006,460.2641.60-0.64%
S&P/ASX 2008,973.104.100.05%
SSE Composite Index3,857.9314.330.37%

Market Movers