For individual investors, we believe we offer an investment approach better suited to your needs than our larger competitors. We find that many clients appreciate our emphasis on delivering income in addition to long term capital returns. Our distinctive investment process has an impressive track record in delivering performance.
Individuals 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%.
Close OLIM UK Equity Income Fund
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 is 0.75%. Investments can be made in the fund through either income or accumulation units. Further details can be found in the fund prospectus and quarterly reports.
For more details see our How to Invest page.