Newsletter Subscription

Whether you are a full wealth management client, or being delivered the single asset management service as your discretionary fund manager within OCM, we pride ourselves in keeping you updated

The document detailed below illustrates the following data and is updated by the 19th of every month along with the fund fact sheets to ensure all clients are kept up to date. The content of the newsletter includes:-

  1. Latest Market Commentary and Outlook;
  2. Performance of Portfolios over different time frames;
  3. Comparison to benchmarks and global indices;
  4. Overview of the assets that we are investing in today;
  5. Overview of model portfolio asset allocation against benchmark.

The purpose of this document is to keep you updated but if there is anything more that you would like to see please contact us today and talk to one of our highly qualified and experienced Investment Managers

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