OLIM Investment Managers

Client Mix

Funds, Charities, High Net Worth

Income Support Available

From the CF OLIM UK Equity Trust

Investment Support Available

Interest rates on cash are minimal. Yet many UK shares offer yields of 4%+ with scope to grow dividends over time. Our highly rated equity income unit trust, CF OLIM UK Equity Trust, is well placed to take advantage of this opportunity.

Delivering Value and Income to all our clients

OLIM is a specialist investment manager working for a range of clients. Our portfolios vary from pure UK equity to multi-asset mandates. For larger clients we offer segregated portfolios. For smaller investors we run a unit trust (CF OLIM UK Equity Trust). We also manage a common investment fund for smaller charities (Charity Value and Income Fund). All portfolios are managed by one investment team using our distinctive value-oriented investment process. OLIM has been delivering impressive investment returns and a superior client service for over 20 years.