OPM is launching a Diversified Target Return fund and a global equity fund in May.
Ross Henderson is running the EFA OPM Diversified Target Return fund which will aim to achieve a return of the UK base rate plus 3% per annum. The fund, which can use derivatives to hedge the portfolio, will hold a variety of assets including equities, bonds, ETFs and cash. Meanwhile, Tony Yousefian - the group's chief investment officer - will run the EFA OPM Worldwide Opportunities fund. Worldwide Opportunities, benchmarked against the FTSE All-World index, will aim to achieve capital growth for investors. The portfolios, both of which are unconstrained, will join the range of...
To continue reading this article...
Join Investment Week for free
- Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
- Get ahead of regulatory and technological changes affecting fund management
- Important and breaking news stories selected by the editors delivered straight to your inbox each day
- Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
- Be the first to hear about our extensive events schedule and awards programmes