ECP Growth Companies
Fund

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Application Documents Archive
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    (p.a. since Inception)
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    (p.a. since Inception)
  • OPS2991AU APIR Code

Our Broad Cap
Product

The ECP Growth Companies Fund is for investors looking to grow their wealth over the medium to long-term. This is because this fund is a collection of carefully selected Australian growth companies representing organisations right across the spectrum of growth – from emerging to mature. Breadth like this allows us the most freedom to invest your money wherever we feel the most attractive returns are at a point in time, which means better returns for you in the long run.

Net Performance, NTA & Dividend

Performance to 1 Mth 3 Mths 6 Mths 1 Yr 3 Yrs
(p.a.)		 5 Yrs
(p.a.)		 ^Inception
(p.a.)
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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 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.
^ Inception of the ECP Growth Companies Fund (Unit Trust) for performance calculation purposes is 31 July 2012 (based on ECPAM All Cap Strategy Returns). The inception of the Unit Trust is 31 January 2020.

Date Entry NAV Exit
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Date Distribution Reinvestment Price
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Please note, distributions are payable on soft-close unit prices as at the last trading day of the distribution period

Platforms & Ratings

Ratings Platforms
  • AMP
  • Asgard
  • ausmaq
  • BT Wrap
  • BT Panorama
  • Colonial First State
  • HUB 24
  • IOOF
  • MACQUARIE
  • MLC
  • Netwealth
  • North
  • Powerwrap
  • praemium
  • wealthO2

Archive

Documents

Invest with us

To invest, click here or contact Copia Investment Partners on 1800 442 129 for more information.

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Ratings Disclaimers

Lonsec

The Lonsec Rating (Assigned September 2023) presented in this document is published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421 445. The Rating is limited to "General Advice" (as defined in the Corporations Act 2001 (Cth)) and based solely on consideration of the investment merits of the financial product(s). Past performance information is for illustrative purposes only and is not indicative of future performance. It is not a recommendation to purchase, sell or hold ECP Asset Management's product(s), and you should seek independent financial advice before investing in this product(s). The Rating is subject to change without notice and Lonsec assumes no obligation to update the relevant document(s) following publication. Lonsec receives a fee from the Fund Manager for researching the product(s) using comprehensive and objective criteria. For further information regarding Lonsec's Ratings methodology, please refer to our website at: https://www.lonsecresearch.com.au/research-solutions/our-ratings.

Zenith Investment Partners

The Zenith Investment Partners ("Zenith") Australian Financial Services License No. 226872 rating (assigned April 2020) referred to in this document is limited to "General Advice" (as defined by the 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. 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. Zenith usually charges the product issuer, fund manager or a related party to conduct Product Assessments. Full details regarding Zenith's methodology, ratings definitions and regulatory compliance are available on our Product Assessment's and at https://www.zenithpartners.com.au/RegulatoryGuidelines.