OC Micro-Cap
OPS0004AU
OC Micro-Cap OPS0004AU Strategy
The Fund’s investment universe is focused on companies outside of the S&P/ASX 300 Index, which are often under the radar of professional investors and analysts and therefore under-researched. This can lead to mis-pricing opportunities, which the Fund is seeking to exploit. OC aims to achieve the investment objective by undertaking detailed fundamental analysis to allow the team to identify securities trading below their intrinsic value and that have sound investment fundamentals providing the potential for strong long-term investment returns.
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
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Listed Investment Companies monthly performance: October 2023
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
Where do active managers add value?
Morningstar’s inaugural report comparing active and passive funds in Australia has uncovered where funds prove their worth to investors.
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Active vs. passive in listed real estate
Deciding whether to use an active or passive vehicle for the different allocations within an investment portfolio is an important decision that investors need to make at the end of the day.
Morningstar Investment Ideas
Stocks
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Funds
- Active Australian Equity Funds
- Passive Australian Equity Funds
- Active Global Equity Funds
- Passive Global Equity Funds
- Sustainable Funds
- Emerging Market Equity Funds
- Passive Australian Listed Property Funds
- Active Australian Listed Property Funds
- Passive Global Infrastructure Funds
- Active Global Infrastructure Funds
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- Passive Global Property Funds
- Active Australian Fixed Interest Funds
- Passive Australian Fixed Interest Funds
- Active Global Fixed Interest Funds
- Passive Global Fixed Interest Funds
Markets
Index
|
Last price
|
Change
|
% Change
|
|---|---|---|---|
| All Ordinaries | 7,336.10 | 51.00 | 0.70% |
| CAC 40 | 7,332.59 | 13.56 | -0.18% |
| DAX 40 | 16,404.76 | 7.24 | 0.04% |
| Dow JONES (US) | 36,204.44 | 41.06 | -0.11% |
| FTSE 100 | 7,512.96 | 16.39 | -0.22% |
| HKSE | 16,646.05 | 184.25 | -1.09% |
| NASDAQ | 14,185.49 | 119.54 | -0.84% |
| Nikkei 225 | 33,231.27 | 200.24 | -0.60% |
| NZX 50 Index | 11,324.67 | 43.14 | -0.38% |
| S&P 500 | 4,569.78 | 24.85 | -0.54% |
| S&P/ASX 200 | 7,124.70 | 51.50 | 0.73% |
| SSE Composite Index | 3,022.91 | 8.72 | -0.29% |
Market Movers
Name
|
Last price
|
Change
|
% Change
|
|---|---|---|---|
| Pilbara Minerals Ltd PLS | 3.43 | 0.10 | -2.83% |
| Origin Energy Ltd ORG | 7.81 | 0.05 | -0.64% |
| Perseus Mining Ltd PRU | 1.90 | 0.13 | -6.40% |
| Metcash Ltd MTS | 3.45 | 0.14 | -3.90% |
| BHP Group Ltd BHP | 46.44 | 0.70 | -1.48% |
| Santos Ltd STO | 6.79 | 0.03 | -0.44% |
| IGO Ltd IGO | 7.91 | 0.12 | -1.49% |
| Telstra Group Ltd TLS | 3.79 | 0.00 | 0.00% |
| South32 Ltd S32 | 3.11 | 0.01 | -0.32% |
| Fortescue Ltd FMG | 24.66 | 0.63 | -2.49% |