Partners
OLIM works with a range of partners including Consultants and IFAs. We believe our range of products and services offers attractive investment opportunities for you. All portfolios benefit from being managed by the whole team using our distinctive and successful investment process.
Segregated Portfolios
Clients with more than £2m to invest can take advantage of our segregated fund management service. We provide two alternatives. The first option is a total fund management mandate under which clients outsource all of their investment needs to OLIM. We work with you to define an appropriate asset allocation mix as well as managing individual holdings. The second option is specialist investment management under which clients appoint OLIM to manage a portion of their assets. Clients choosing this option normally ask for a dedicated UK equity portfolio to gain maximum exposure to our expertise in this area. All segregated clients receive written reports at quarterly intervals. We will also meet you regularly to discuss the progress of your fund and future investment policy. The annual management charge for segregated portfolios is 0.5%.
CF OLIM UK Equity Trust
Our unit trust offers individuals with smaller amounts to invest the opportunity to benefit from our investment approach in UK equities. The portfolio aims to achieve long term capital growth together with a yield at least 10% above that of the FTSE All Share before expenses. The minimum investment is £1000. The fund has no initial charge and no exit or redemption penalties. The annual management charge (and total expense ratio) is 1.5%, falling to 1.25% on assets above £10m. Investments can be made in the fund through either income or accumulation. Further details can be found in the fund prospectus and quarterly reports.
For more details see our How to Invest page.