Documents
and Forms.

Resource Centre

Access fund documents, forms and key resources for all Copia Investment Partners funds. ​

Existing investors can also manage their investments online, including viewing account balances and statements, updating personal details, and making additional investments or withdrawals.​

Artisan Credit Opportunities Fund (Wholesale)

Artisan Credit Opportunities Fund (Wholesale)

Offer and investment documents

Offer and investment documents

Artisan Global Discovery Fund

Artisan Global Discovery Fund

Artisan Global Value Fund (Wholesale)

Artisan Global Value Fund (Wholesale)

Offer and investment documents

Offer and investment documents

Chester High Conviction Fund

Chester High Conviction Fund

Chester Opportunities Fund

Chester Opportunities Fund

Fund information

Fund information

Offer and investment documents

Offer and investment documents

HSBC Global Infrastructure Fund

HSBC Global Infrastructure Fund

Mutual Cash Fund

Mutual Cash Fund

Mutual Credit Fund

Mutual Credit Fund

Mutual High Yield Fund

Mutual High Yield Fund

Mutual Income Fund

Mutual Income Fund

Mutual Limited (all funds)

Mutual Limited (all funds)

Fund information

Fund information

OC Dynamic Equity Fund

OC Dynamic Equity Fund

OC Micro-Cap Fund

OC Micro-Cap Fund

OC Mid-Cap Fund

OC Mid-Cap Fund

OC Premium Small Companies Fund

OC Premium Small Companies Fund

Testimonial

You can manage your investment, view account balances & transaction statements, along with making applications and withdrawals via 
our portal.

Platform availability

Our Funds are available on a wide range of platforms. Please visit the relevant fund website for specific fund availability. If you are a financial adviser looking for a platform placement, please speak to a member of our Distribution Team.