FOR PROFESSIONAL INVESTORS ONLY

Maison Allaire, Smith Street, St. Peter Port, Guernsey, GY1 2NG, Channel Islands

investor@freedomasset.com   T +44 1481 727 300

 

Opus Global Cautious Fund

Fund managed by Simon Fentham-Fletcher, CIO

 

INVESTMENT CHARACTERISTICS

 

• Investment objective is compounding longer-term returns (5-10% p. a.) with emphasis on capital protection

 

• We believe Asset Allocation generates the majority of returns

 

• a top down approach is the principal feature

 

• We look for the best macro investment opportunities worldwide

 

• We diversify across asset classes, regions and sectors

 

• We are conviction-based and nimble

 

• We believe in alpha generation

 

• Engineered to perform in a tough investment climate, where the visibility of traditional returns has become less
  obvious and traditional understandings of risk are being challenged and recalibrated

 

 

PRODUCT CHARACTERISTICS

 

• Fund can be held as collateral for Lombard lending with selected private banks

• Weekly liquidity

 

BBG Tickers: (“C”s)

                        (“A”s)

            (“Somerset”)

 

ISIN:                   (“C”s)     

                        (“A”s)

            (“Somerset”)

 

SEDOL:          (“C”s)

                        (“A”s)

            (“Somerset”)

 

CFI Code:       (“C”s)

                        (“A”s)

            (“Somerset”)     

GG00BRTNNP46

GG00BWVFY830

GG00BYX8X659

 

BRTNNP4

BWVFY83

BYX8X65

 

EUOGMR

EUOGSR

EUCGMR

 

© Freedom Asset Management Limited. Authorised and regulated by the Guernsey Financial Services Commission.
Company Number  58665. GFSC Reference Number 2262946

Disclaimer: FOR PROFESSIONAL INVESTORS ONLY. The offshore funds section of this website is prohibited for United States of America citizens or its permanent residents.

For latest prices: FREOPUS:GU