LSE - Delayed Quote GBP

OHP Fund (0P0000J2JC.L)

36.65
0.00
(0.00%)
At close: May 15 at 9:00:00 PM GMT+1

Fund Summary

OHP Fund

London EC3N 1DX
Ibex House 42-47 Minories
+44 20 7484 7484

Fund Overview

Category --
Fund Family Waverton Investment Management Ltd. (Link)
Net Assets 14.4M
YTD Return -5.07%
Yield 0.64%
Morningstar Rating
Inception Date Jan 28, 2009

Fund Operations

Fees & Expenses

Expense 0P0000J2JC.L Category Average
Annual Report Expense Ratio (net) 0.00% --
Prospectus Net Expense Ratio 0.00% --
Prospectus Gross Expense Ratio 0.00% --
Max 12b1 Fee -- --
Max Front End Sales Load -- --
Max Deferred Sales Load -- --
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Katrina Norris, Director, joined the Waverton Investment Management in 2006 to manage specialist European and international portfolios. She chairs the Stock Selection Committee, is a member of the Charity Investment Committee and manages a number of global and multi-asset class Charity and Private Client portfolios. She was previously a Managing Director at Deutsche Asset Management, responsible for managing two pan-European hedge funds, having joined the Group in 1993. During this time she was also responsible for managing the European assets of UK pension funds and charities, working in both London and Frankfurt. Katrina graduated from Exeter University in 1993 and is a Chartered Member of the Chartered Institute for Securities & Investment (CISI).

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund.

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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