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ODEY Opportunity USD I

Ranked 16 out of 63 in - Flexible USD over 12 months
All calculations are in GBP unless stated

Managed by

Geoff Marson

Geoffrey Marson has over 23 years’ experience managing multi-asset portfolios. He is managing director of Odey Wealth Management, of which he was a founder director. He is the fund manager of the Odey Opportunity fund, which he has managed since May 2008. Previously he was director and head of portfolio management (since 1995) of Credit Suisse (Guernsey), where he was responsible for managing $1 billion in private client and institutional multi–asset portfolios. Marson has an honours degree in economics from the University of York and holds the IoD Diploma in company direction.

Objective

The investment objective of the Sub-Fund is to achieve capital appreciation through investment, on a global basis (including in emerging markets), in a diversified portfolio of investments. Depending on market conditions, the Sub-Fund’s net assets will be invested in or take exposures to, in accordance with the principle of risk diversification, irrespective of currency, equities and equity-related securities such as warrants, fixed and/or floating rated debt securities issued or guaranteed by governments and/or supranational entities and/or corporate entities throughout the world such as bonds and notes (including securities issued on a discount basis), commodities, money market instruments such as treasury bills, commercial paper and certificates of deposit, all of which are listed or traded on Recognised Exchanges worldwide.

Showing fund performance in United Kingdom View performance globally

Performance

Flexible USD over : 28/02/2018 - 28/02/2019
  • Rank 16/63 Total Return
  • Rank 36/63 Standard Deviation
  • Rank 26/63 Max Drawdown
Fund Name Currency Loss
24 Nikko AM Global Multi Asset A USD GBP

-4.7%

25 UBS (Lux) KSS-Multi Asset Income (USD)(GBPh)P-Uk-d

Currency exposure is hedged

Currency exposure is hedged

GBP

-4.9%

26 ODEY Opportunity USD I GBP

-4.9%

27 T Rowe Global Allocation Extended Fund A GBP

-5.2%

28 Credit Suisse (Lux) Multialternative Fund B USD GBP

-5.5%

Total Return

Quarterly Performance

to 01/01/2019 Annual Q1 Q2 Q3 Q4
2018 3.8% -3.6% 9.5% 3.2% -4.9%
2017 -2.4% 1.9% -3.7% -0.7% 0.2%
2016 23.1% -2.8% 9.0% 5.6% 10.1%
2015 9.7% 12.3% -9.9% 1.5% 6.7%
2014 10.5% -0.1% -2.3% 5.8% 7.0%
2013 11.3% 10.5% 1.5% -1.3% 0.6%
2012 2.8% 1.3% 0.6% 1.7% -0.8%
2011 -5.4% -1.8% -0.1% -6.7% 3.3%
2010 0.7% -1.5% 4.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France
  2. Ireland
  3. Switzerland
  4. United Kingdom

Fund Info

  • Launch date30/05/2008
  • Base currencyUSD
  • ISIN IE00B5KPN668

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment0

Charges

  • Annual management1.00%

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