Funds

“Investing is simple, but not easy! I never invest in something that I don’t understand.”
Warren Buffet

Current Fund Performance at a Glance:

Opus Global Cautious:
FREOPUS:GU | FREOPGB:GU | FREOPSC:GU

 

Opus Special:
FREEDOS:GU

 

Opus Balanced & Real Estate Opportunities:
FREOREO:GU

 

Opus Global Growth:
FREOGGC:UH

Aton Alternative Strategies:
FREAASA:GU | FREAASB:GU | FREAASI:GU | FREAASZ:GU

 

Aton Rentier:
FREARFA:GU | FRAARFB:GU | FREARFZ:GU

 

Aton Times Square:
FREATSA:GU | FREATSB:GU | FREATSZ:GU

Opus Global Cautious Fund

Fund managed by Simon Fentham-Fletcher, CIO

  • A core private client fund for the cautious investor in US dollars
  • Fund targets returns of 5-10% p.a. through the investment cycle with an emphasis on capital protection
  • Global Asset Allocation drives the largest element of return
  • We identify the best macro investment themes worldwide
  • We diversify across asset classes, regions and sectors
  • Benchmark is 25% equities / 75% bonds
  • For professional investors only

Share Class C – USD: GG00BRTNNP46
Share Class A – GBP: GG00BWVFY830
Share Class Somerset – USD: GG00BYX8X659

Opus Global Growth Fund

Fund managed by Simon Fentham-Fletcher, CIO

  • A core private client fund, for those with a higher risk appetite
  • Fund targets returns of 8%+ p.a. through the investment cycle, with an emphasis on global growth in US dollars
  • Global Asset Allocation drives the largest element of return
  • Diversified investing across liquid assets classes worldwide
  • Benchmark is 65% equities / 35% bonds
  • For professional investors only

Share Class C – USD: AE000A2PTML0
Share Class I – USD: AE000A2PTMM8