Copeland SMID Cap Dividend Growth Fund — new fund registration

Copeland Trust registered 1 new fund series on Form 485APOS, filed 2016-12-13. Featured series: Copeland SMID Cap Dividend Growth Fund.

Registration

• Registrant / trust: Copeland Trust
• CIK: 0001502745
• Form: 485APOS
• Filed: 2016-12-13
• State of incorporation: DE
• Accession: 0001580642-16-012679
• Reported net assets: $138.9M

Series & classes (1)

Fees (from the effective prospectus)

• 12b-1 fee: 0.00%
• Gross expense ratio: 1.38%
• Management fee: 0.75%
• Net expense ratio: 0.95%
• Other expenses: 0.63%

Investment objective

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

Advisers

• Copeland Capital Management LLC (Advisor)

Other filings by this registrant (11)

• 485APOS — 2025-01-29
• 485APOS — 2021-10-12 (2 new series)
• 485APOS — 2021-01-29
• 485APOS — 2018-11-29
• 485APOS — 2016-01-28
• 485APOS — 2015-09-30 (2 new series)
• 485APOS — 2012-12-31
• 485APOS — 2012-09-19 (3 new series)
• 485APOS — 2011-11-04
• N-1A/A — 2010-12-20
• N-1A — 2010-10-07 (1 new series)

More

• Registrant profile: Copeland Trust
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