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CF Odey Portfolio Sterling R Acc

Ranked 230 out of 231 in - Aggressive 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

Aggressive GBP over : 31/01/2016 - 31/01/2017
  • Rank 230/231 Total Return
  • Rank 25/231 Standard Deviation
  • Rank 220/231 Max Drawdown

Total Return

Quarterly Performance

to 01/01/2017 Annual Q1 Q2 Q3 Q4
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 size217Mn
  • Base currencyGBP
  • ISIN GB00BH7Y0C56

Purchase Info

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

Charges

  • Annual management1.50%
  • Initial investment4

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