Cooper Investors
Cooper Investors Australian Equities Fund
Jun 2026 → Sep 2026
Our archive holds 2 letters from this strategy, behind 3 investment theses and positions in 19 companies. Every quote below is copied verbatim from the letter it came from.
2 letters in a year · follow all of Cooper Investors for every strategy.
Performance
as of Sep 30, 2026 · net of fees
- YTD+4.2%index +6.1%
- 1Y+5.8%index +2.7%
- 3Y · /yr+3.6%index +11.4%
- 5Y · /yr+3.1%index +7.7%
- 10Y · /yr+6.8%index +9.0%
- Inception · /yr+9.7%index +8.7%
Index: S&P/ASX 200 Accumulation Index
| YTD | 1Y | 3Yper year | 5Yper year | 10Yper year | Since inceptionper year | |
|---|---|---|---|---|---|---|
| Cooper Investors Australian Equities Fund | +4.2% | +5.8% | +3.6% | +3.1% | +6.8% | +9.7% |
| S&P/ASX 200 Accumulation Index | +6.1% | +2.7% | +11.4% | +7.7% | +9.0% | +8.7% |
Calendar years
- 2025−6.0%index +13.8%
- 2024+8.5%index +12.1%
- 2023+12.7%index +14.8%
- 2022−2.7%index −6.5%
Disclaimer
These figures are copied from the manager’s latest letter, as of Sep 30, 2026. They were extracted automatically, have not been verified by HF Best Ideas and may contain errors. They cover a single share class, in the currency and fee basis stated above; other share classes and your own returns will differ. This is not investment advice, nor an offer to buy or sell any fund. Past performance does not predict future returns.
Read full disclosures →What it bought and sold
We added to our Sigma Healthcare holding during the quarter.
During the quarter, we initiated a position in the Lottery Corp (TLC).
Also held
Its investment theses
- South32 LimitedSep 2026South32's aluminium divestment crystallises value, strengthens its balance sheet and refocuses it on copper and zinc growth commodities.
- Sigma Healthcare LimitedSep 2026Sigma Healthcare's Chemist Warehouse offers a value proposition, purchasing scale and domestic and international store expansion potential.
- Ramsay Health Care LimitedJun 2026Ramsay Health Care Limited is supported by an inflection point in the Australian private hospital sector, improving utilisation, tighter cost control, market share gains, and a more constructive funding backdrop.