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OPM set to add model portfolio service

Tony Yousefian
Yousefian: Widening range

OPM Fund Management is planning to introduce model portfolios to offer advisers an investment outsourcing service.

The models will allow advisers to place their clients in a spread of OPM funds of funds that represents their risk profile.

The boutique firm is to launch the models after its diversified target return fund, an absolute return mandate, and worldwide opportunities fund are launched.

OPM is now aiming to complete the launches by the end of the first quarter and the funds are already running in paper form.

The new funds will join the company’s existing fixed interest, balanced managed, property, UK equity and equity high-income portfolio funds of funds.

Chief investment officer Tony Yousefian says: “We are adding the funds so our range of offerings will be wide enough for us to put a range of model portfolios together and offer that to IFAs who are looking to outsource their investment management.”

EFA OPM diversified target return will be managed by Ross Henderson and EFA OPM worldwide opportunities will be managed by Yousefian.


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