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ECP Growth Companies Fund

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About the Fund

The ECP Growth Companies Fund is a high conviction Australian equities portfolio that is highly concentrated, holding between 25 and 30 stocks at any time.

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The Fund will seek to invest in ASX-listed companies that have strong earnings growth potential. As an ‘All Cap’ strategy, the Fund can invest across the market capitalisation spectrum. There is expected to be a higher concentration (approx. 50%) to companies listed within the top 50-100 (mid-caps).

1 Mth

3 Mths

6 Mths

1 Yr

3 Yr

(p.a.)

5 Yr

(p.a.)

^Inception

(p.a.)

Performance

1 Mth

3 Mths

6 Mths

1 Yr

3 Yr

(p.a.)

5 Yr

(p.a.)

^Inception

(p.a.)

(%, after fees, returns beyond 1 year are annualised)

1 Mth

3 Mths

6 Mths

1 Yr

3 Yr

(p.a.)

5 Yr

(p.a.)

^Inception

(p.a.)

ECP Growth Companies Fund

S&P/ASX 300 Accumulation Index

Outperformance

Past performance is not a reliable indicator of future performance. The total return performance figures quoted are historical, calculated using end-of-month mid prices and do not allow for the effects of tax or inflation. Total returns for the benchmark do not incur these costs. Total returns for the Trust assume the reinvestment of all distributions.

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* Inception of the ECP Growth Companies Fund (Unit Trust) is 31 January 2020. Performance prior to this date is based on the ECPAM All Cap Strategy, a wholesale strategy managed by ECP Asset Management. The ECP Growth Companies Fund invests in the ECPAM All Cap Strategy, which commenced on 31 July 2012. To derive an after-fee return series, the ECP Growth Companies Fund fee is applied to the ECPAM All Cap Strategy.  

What type of companies does the Fund invest in?

The Fund seeks to identify and invest in high-quality growth businesses that can generate predictable, above-average economic returns, both in terms of their price appreciation and earnings potential. 

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These companies are typically in the growth stage of their life cycle, and as they grow, are expected to deliver superior investment performance and wealth creation benefits back to the Fund’s investors.

What type of investor does the Fund suit?

The Fund is designed to be used as an alpha generation strategy within the Australian equity allocation of an investor’s portfolio.

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The Fund employs a highly active, growth-based investment style and this may offer complementary benefits with other more index-based investments in an investor’s portfolio, such as passive equity funds or Exchange Traded Funds.

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MONTHLY NEWSLETTER

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DISCLAIMER  |  This information has been prepared by Copia Investment Partners Limited (AFSL 229316 , ABN 22 092 872 056) the issuer, distributor and responsible entity of the ECP Growth Companies Fund. This website provides information to help investors and their advisers assess the merits of investing in financial products. We strongly advise investors and their advisers to read information memoranda and product disclosure statements carefully and seek advice from qualified professionals where necessary. The information on this document does not constitute personal advice and does not take into account your personal objectives, financial situation or needs. It is therefore important that if you are considering investing in any financial products and services referred to on this document, you determine whether the relevant investment is suitable for your objectives, financial situation or needs. You should also consider seeking independent advice, particularly on taxation, retirement planning and investment risk tolerance from a suitably qualified professional before making an investment decision. Neither Copia Investment Partners Limited, nor any of our associates, guarantee or underwrite the success of any investments, the achievement of investment objectives, the payment of particular rates of return on investments or the repayment of capital. Copia Investment Partners Limited publishes information on the document that is, to the best of its knowledge, current at the time and Copia is not liable for any direct or indirect losses attributable to omissions from the document, information being out of date, inaccurate, incomplete or deficient in any other way. Investors and their advisers should make their own enquiries before making investment decisions. © 2023 Copia Investment Partners Ltd.

The rating issued September 2021 APIR OPS2991AU is 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 OPS2991AU June 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 

 

RIAA’s RI Certification Symbol signifies that a product or service offers an investment style that takes into account environmental, social, governance or ethical considerations. The Symbol also signifies that <product name> adheres to the operational and disclosure practices required under the Responsible Investment Certification Program for the category of Product. The Certification Symbol is a Trademark of the Responsible Investment Association Australasia (RIAA). Detailed information about RIAA, the Symbol and < product name>’s methodology, performance and stock holdings can be found at www.responsiblereturns.com.au, together with details about other responsible investment products certified by RIAA.1

 

1. The Responsible Investment Certification Program does not constitute financial product advice. Neither the Certification Symbol nor RIAA recommends to any person that any financial product is a suitable investment or that returns are guaranteed. Appropriate professional advice should be sought prior to making an investment decision. RIAA does not hold an Australian Financial Services Licence.

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