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OPM Fund Management – EFA OPM Diversified Target Return Fund

OPM Fund Management – EFA OPM Diversified Target Return Fund

Type: Oeic

Aim: Growth of 3 per cent above the official bank rate a year and the preservation of capital by investing in investment funds, alternative assets, equities and cash

Minimum investment: Lump sum £1,000, monthly £50

Investment split: 49.71% investment funds, 24.85% alternative assets,18.91% cash, 6.53% direct equities

Isa link: Yes

Charges: Initial 5%, annual 1.5%

Commission: Initial 3%, renewal 0.5%

Tel: 01603 786833



Equilibrium offers model portfolios

IFA Equilibrium Asset Management has launched a model portfolio service to IFAs. The discretionary service allows IFAs to access Equilibrium’s five allocation models, which invest across a number of assets and can be blended to create bespoke portfolios. Equilibrium says it can also create customised versions of the portfolios to suit specific IFAs and clients. […]

IMF: No changes to economic policy needed

The International Monetary Fund has concluded no changes are currently needed from UK economic policy saying recent weak growth figures and high inflation were “unexpected”. The IMF’s says in its statement on the UK economy’s annual assessment that post-crisis recovery is underway but that there are future risks to the recovery which could need a […]

Treasury on lookout for tax body chiefs

The Treasury is recruiting a permanent chair and tax director to lead the Office of Tax Simplification. The OTS was set up in July 2010 to provide the Government with independent advice on simplifying the UK tax system. Rt Hon Michael Jack and John Whiting were appointed as chair and tax director to lead the […]

OBSR: Net exports save struggling UK economy

The details of the UK’s first quarter economic performance were released last week and I was surprised that the figures received relatively little coverage given their shock value. In a nutshell, the UK was only spared a re-entry into recession by an abnormally high contribution from net exports.  The underlying figures were pretty dire, with […]


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