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CF Odey Portfolio Sterling R Acc

Ranked 207 out of 232 in - Aggressive GBP over 3 months
All calculations are in GBP

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.


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.


Aggressive GBP over : 28/11/2014 - 28/02/2015

Total Return

Quarterly Performance

to 01/01/2015 Annual Q1 Q2 Q3 Q4
2014 -2.4% 1.0% 2.4%

Month by Month Performance

Returns Vs Risk

Asset Allocation



Top 10 Holdings

Stock Size
GBP Cash 14.80
United Kingdom 0.000% 05-Jan-2015 4.94
AstraZeneca PLC ORD 4.20
US Treasury 0.000% 05-Mar-2015 3.09
US Treasury 0.000% 20-Aug-2015 3.09
Odey Giano European GBP Inc 3.02
ETFS Gold Bullion Securities 2.88
Barclays PLC ORD 2.34
GlaxoSmithKline PLC ORD 2.03
Walt Disney Co ORD 2.00

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date21/03/2014
  • Share Class size241Mn
  • Base currencyGBP
  • ISIN GB00BH7Y0C56

Purchase Info

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


  • Annual management1.5%
  • Initial investment4

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