View more on these topics

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

Recommended

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 […]

1

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 […]

Newsletter

News and expert analysis straight to your inbox

Sign up

Comments

    Leave a comment

    Close

    Why register with Money Marketing ?

    Providing trusted insight for professional advisers.  Since 1985 Money Marketing has helped promote and analyse the financial adviser community in the UK and continues to be the trusted industry brand for independent insight and advice.

    News & analysis delivered directly to your inbox
    Register today to receive our range of news alerts including daily and weekly briefings

    Money Marketing Events
    Be the first to hear about our industry leading conferences, awards, roundtables and more.

    Research and insight
    Take part in and see the results of Money Marketing's flagship investigations into industry trends.

    Have your say
    Only registered users can post comments. As the voice of the adviser community, our content generates robust debate. Sign up today and make your voice heard.

    Register now

    Having problems?

    Contact us on +44 (0)20 7292 3712

    Lines are open Monday to Friday 9:00am -5.00pm

    Email: customerservices@moneymarketing.com