Case study: Ophir & Perpetual – a partner, not a service provider


Perpetual Corporate Trust

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Ophir Asset Management (Ophir) is a specialist small and mid-cap equities investment manager, who manage over 1bn in capital on behalf of their investors. In this video Rob Saunders, Investment Director & Head of Sales at Ophir Asset Management, discusses what they were looking for in a responsible entity when moving their Ophir High Conviction Fund (Fund) to a registered scheme.

While Ophir scoped the market for a number of different providers, Ophir Asset Management chose to partner with Perpetual due to the reputation of the brand and ability to generate good outcomes for their clients.

Saunders says they were pleased with how Perpetual Corporate Trust helped Ophir through the process of moving their Fund to a registered scheme and ensuring they had the best possible outcome for investors. Saunders states “Our business is centred around partnership, we view them (Perpetual) as an investment partner in our business. We feel that a partnership can continue to grow.”

This video has been prepared and issued by The Trust Company (RE Services) Limited ABN 45 003 278 831 AFSL 235150 (Perpetual Corporate Trust)  the Responsible Entity of the Ophir High Conviction Fund ARSN 620 920 201 (Fund) ASX ticker code: OPH. The investment manager of the Fund is Ophir Asset Management ABN 88 156 146 717 AFSL 420 082 (Ophir). This video contains general information only and any views expressed in this presentation do not constitute a recommendation to act. It is not intended to provide you with financial advice or take into account your objectives, financial situations or needs. You should consider, with a financial adviser, whether the information is suitable for your circumstances. This information does not constitute an offer, invitation, solicitation or recommendation with respect to the purchase or sale of the Fund’s securities. To the extent permitted by law, no liability is accepted for any loss or damage as a result of any reliance on this information.

Units in the Fund are issued pursuant to a product disclosure statement (PDS) dated 29 November 2018 (ASX date 17/12/2018). It is available from the Company Announcements page of the ASX website under ticker code OPH. References to securities in this video are for illustrative purposes only, and are not recommendations to invest into the Fund. Before making an investment decision, you should consider the current PDS of the Fund (and any ASX Announcements) and assess whether the Fund is appropriate given your objectives, financial situation or needs.  If you require advice that takes into account your personal circumstances, you should consult a licensed or authorised financial adviser.

This information is believed to be accurate at the time of compilation and is provided in good faith. Neither Perpetual (nor any company in the Perpetual Group, being Perpetual Limited ABN 86 000 431 827 and its subsidiaries) guarantee the repayment of capital or any particular rate of return from the Fund. Neither Perpetual (nor any company in the Perpetual Group) gives any representation or warranty as to the reliability, completeness or accuracy of the information contained in this video. Past performance is not indicative of future performance.