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OPM Fund Management – EFA OPM Worldwide Opportunities Fund

OPM Fund Management – EFA OPM Worldwide Opportunities Fund

Type: Oeic

Aim: Growth by investing in investment funds, equities and cash

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

Investment split: 18.69% cash, 18.69% US, 15.09% Japan, 14.27% emerging markets, 9.98% Europe, 9.72% global specialist , 9.72% UK,3.85% Far East

Isa link: Yes

Charges: Initial 5%, annual 1.5%

Commission: Initial 3%, renewal 0.5%

Tel: 01603 786833


Value judgement

Making a direct comparison between fees put forward by different IFAs for different clients is very subjective

Skandia hands global dynamic equity mandate to Lapides

Skandia has appointed Steve Wilson and Glenn Sussman of Lapides Asset Management to run a £45m US mid-cap value mandate on the £1.02bn global dynamic equity fund. Lapides are taking over a portion of the portfolio previously managed by Epoch Investment Partners. Lapides’ appointment follows from research by Skandia which revealed that their style and […]


Aviva set to appoint John McFarlane as chairman

Aviva is set to name John McFarlane as its new chairman, according to reports. McFarlane is expected to take up the role of non-executive chairman within the next few weeks, The Telegraph says he will officially replace Lord Sharman as chairman early next year. Lord Sharman’s current term as chairman concludes next year and it […]

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 […]

Pension savings-2015

Pension tax relief: parked (for the moment)

The national news agenda has been dominated by pension issues this month. For those that missed it (and there cannot have been many given that this was the lead story in spoken and written media), the Chancellor announced a decision to make no decision on pension tax relief in his 16 March 2016 Budget speech. To […]


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