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LF Odey Portfolio Sterling R Acc

Ranked 31 out of 142 in - Flexible GBP over 12 months
All calculations are in GBP unless stated

Managed by

Peter Martin

London-based Peter Martin is managing director at Odey Wealth where he runs the Odey Portfolio Fund, a mixed asset portfolio with a top down, growth investment style. Prior to joining Odey Wealth, Peter was managing director and CIO at Rothschild Private Management from 2002-2010. Born in Portsmouth, he studied at SOAS in London and his interests outside of fund management include golf, shooting, rugby and backgammon.

Objective

The investment objective of the Sub-fund is to provide long term capital growth, through an actively managed investment approach. Investment may be made in any geographic region and will be predominantly in equities, either held directly or indirectly through collective investment schemes.

Showing fund performance in United Kingdom View performance globally

Performance

Flexible GBP over : 30/04/2017 - 30/04/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -0.4%
2017 3.4% -0.3% -1.5% 1.3% 4.0%
2016 1.0% -3.6% 0.0% 2.2% 2.6%
2015 4.1% 5.1% -2.2% -3.6% 5.1%
2014 -2.4% 1.0% 2.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date21/03/2014
  • Share Class size175Mn
  • Base currencyGBX
  • ISIN GB00BH7Y0C56

Purchase Info

  • Min. initial investment500,000
  • Min. regular additional investment10,000

Charges

  • Annual management1.50%
  • Initial investment1.5

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).