Cooper Investors extends retail reach with Macquarie platforms

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Cooper Investors, the Melbourne-based specialist global equities fund manager with $13 billion in assets under management, has stepped up its retail push with Macquarie Wrap now offering its two long-only global funds.

The funds are now available to financial planners on the Macquarie Investment Manager/Consolidator and Macquarie Super Manager/Consolidator platforms.
This continues the growth of platform providers now offering Cooper Investors’ global funds, with the others being BT Wrap, BT Panorama, Asgard, HUB24 and Powerwrap.

Cooper’s latest performance report shows that the unhedged fund produced a net return of 20.50 per cent for the 12 months to 28 February 2018 compared with a 17.21 per cent return for the benchmark index, the MSCI AC World Index. Over the past five years, the fund has shown an average annual return of 16.10 per cent.
The funds, which have been rated by Zenith Investment Partners and Lonsec, have attracted strong interest in the institutional market since their inception in 2004 (hedged) and 2008 (unhedged), and are now available to retail investors.

Andrew Hall, Cooper’s senior retail sales manager, says there is a growing appreciation of Australian fund managers who have the capabilities to offer global equities.  The long, proven track record and focus on investing for Australians is being recognised by financial advisers and their clients.

“These two funds, with their history of outperformance, offer the retail market the opportunity to get exposure to long-only funds that are underpinned by Cooper Investors’ VoF research philosophy, standing for value latency; operating, industry and strategic trends; and focused industry and management behaviour.

“Apart from our unique investment philosophy, we also place a high value on having direct relationships with the companies we invest in, with the 16 analysts comprising the Australian and international investment teams making more than 1000 company visits a year.”

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