The Fund offers investors a concentrated and benchmark-unaware exposure to Australian shares (typically 25 – 30 stocks) and is managed by Sydney-based ECP Asset Management. Copia distributes the Fund through an agreement signed in November 2019.

The Fund was launched in January 2020 and is based on ECP’s institutional ‘All Cap’ investment strategy, which has returned 11.7% per annum (after fees) since inception in July 2012, 4.9% ahead of the S&P/ASX 300 Accumulation Index.

The All Cap strategy is in turn based on a similar strategy managed by ECP’s founders in a previous investment firm, dating back to 1996.

In its Report, Zenith believes “the Fund offers investors a differentiated exposure to the Australian equities sector.”

The investment team’s “collective experience and depth is viewed positively”, while ECP founder Manny Pohl is held “in high regard, noting his history in building a successful funds management business and impressive investment track record.”

John Clothier, Copia General Manager Distribution said “we are excited by the opportunity to offer Australian financial advisers ECP’s compelling investment capability that’s proven itself over 24 years, backed with a Zenith Recommended rating.”

The Fund is currently listed on HUB24 platform, with Copia set to announce several more platform placements over coming months.

The Report also states that Zenith believes “ECP follows a transparent portfolio construction framework, which gives rise to a high level of consistency and repeatability of investment outcomes.”

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