# Copeland Risk Managed Dividend Growth Fund — new fund registration

Copeland Trust registered fund series on Form N-1A/A, filed 2010-12-20. Featured series: Copeland Risk Managed Dividend Growth Fund.

## Registration

- Registrant / trust: Copeland Trust
- CIK: 0001502745
- Form: N-1A/A
- Filed: 2010-12-20
- State of incorporation: DE
- Accession: 0000910472-10-001320
- Reported net assets: $25.8M

## Series & classes (1)

| Series | Class | Ticker | New |
| --- | --- | --- | --- |
| [Copeland Risk Managed Dividend Growth Fund](https://search.stillhousedata.com/fund/S000030695) | Copeland Risk Managed Dividend Growth Fund Class A shares | CDGRX | — |

## Fees (from the effective prospectus)

- 12b-1 fee: 0.25%
- Gross expense ratio: 1.93%
- Management fee: 0.75%
- Net expense ratio: 1.20%
- Other expenses: 0.93%

## Investment objective

The Fund seeks long-term capital appreciation and income generation.

## Advisers

- [Copeland Capital Management LLC (Advisor)](https://search.stillhousedata.com/firm/135822)

## Other filings by this registrant (11)

- [485APOS — 2025-01-29](https://search.stillhousedata.com/launch/0001580642-25-000575)
- [485APOS — 2021-10-12 (2 new series)](https://search.stillhousedata.com/launch/0001580642-21-004861)
- [485APOS — 2021-01-29](https://search.stillhousedata.com/launch/0001580642-21-000374)
- [485APOS — 2018-11-29](https://search.stillhousedata.com/launch/0001580642-18-005662)
- [485APOS — 2016-12-13 (1 new series)](https://search.stillhousedata.com/launch/0001580642-16-012679)
- [485APOS — 2016-01-28](https://search.stillhousedata.com/launch/0001580642-16-006443)
- [485APOS — 2015-09-30 (2 new series)](https://search.stillhousedata.com/launch/0001580642-15-004529)
- [485APOS — 2012-12-31](https://search.stillhousedata.com/launch/0000910472-12-003985)
- [485APOS — 2012-09-19 (3 new series)](https://search.stillhousedata.com/launch/0000910472-12-002876)
- [485APOS — 2011-11-04](https://search.stillhousedata.com/launch/0000910472-11-002223)
- [N-1A — 2010-10-07 (1 new series)](https://search.stillhousedata.com/launch/0000910472-10-001078)

## More

- [Registrant profile: Copeland Trust](https://search.stillhousedata.com/registrant/1502745)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/launch/0000910472-10-001320.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.