Performance

Outcome Based Investing Performance

At OCM Asset Management we offer six main model portfolios whose targeted outcomes on a five to seven year rolling basis range from delivering 3% per annum to 7% plus per annum. Each model Portfolio is operated with an equity allocation from 0% up to a maximum position of 85% equity and will invest in the whole of the investment universe, using passive and active strategies when appropriate.

We run the portfolios as standalone models with clear objectives and clients are individually allocated to one at a time and switched between them based on the following:

  • Outcome we are trying to achieve for that individual client.
  • The client’s indicative / emotional acceptance of capital losses over a 12-month period.
  • Our analysis of where the market is in relation to perceived capital at risk.
  • House view of expected volatility and short / medium term momentum

Please note the value of investments may fluctuate in price or value and you might get back less than the amount originally invested. Past performance is no guarantee of future performance

Model Portfolios

For information on each model portfolio and its performance please click below.

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