OPM Fund Management


Website link: OPM Fund Management Check daily fund prices

Downloads Menu


EFA OPM Funds & Related Products

pdf Simplified Prospectus

Contents - This Simplified Prospectus contains a summary of the EFA OPM Funds, which are Open Ended Investment Companies (OEICs). This Simplified Prospectus contains details of the following Funds: EFA OPM Equity High Income Portfolio; EFA OPM Diversified Target Return; EFA OPM Worldwide Opportunities; EFA OPM UK Equity; EFA OPM Fixed Interest; and EFA OPM Property. Issue date: June 2011.

pdf Key Features Document (ISA)

Contents - This document describes the Key Features and Terms & Conditions of the EFA OPM Funds Stocks and Shares Individual Savings Account (EFA OPM Funds ISA). Issue date: April 2012.

pdf Application Forms

Contents - Application Forms for the EFA OPM Funds and the EFA OPM Funds Stocks and Shares ISA. Issue date: May 2011.

pdf ISA Transfer Authority

Contents - EFA OPM Funds. Stocks and Shares ISA Transfer Authority. Issue date: May 2011.

pdf Direct Debit Mandate

Contents - Instruction to a Bank or Building Society to pay by Direct Debit.

pdf Financial - Short Report 1

Contents - EFA OPM Investments (OPM Property; OPM Diversified Target Return; and OPM Worldwide Opportunities). Interim Short Report for the six month period ending 31st October 2011. Issue date: December 2011.

pdf Financial - Short Report 2

Contents - The EFA OPM Equity High Income Investment Portfolio. Interim Short Report for the period ending 31st October 2011. Issue date: January 2012.

pdf Financial - Short Report 3

Contents - The EFA OPM Property Fund. Annual Short Report for the period ending 30th April 2011. Issue date: September 2011.

pdf Financial - Short Report 4

Contents - The EFA OPM Investment Funds ((EFA OPM Balanced Managed Fund - currently in the process of being wound up), EFA OPM Fixed Interest and EFA OPM UK Equity). Annual Short Report for the year ended 30th November 2011. Issue date: March 2012.

pdf Financial - Long Report

Contents - The EFA OPM Equity High Income Investment Portfolio. Final Report and Audited Financial Statements for the accounting year ended 30th April 2010. Issue date: September 2009.

pdf Fund Factsheet 1

Contents - EFA OPM Diversified Target Return Fund Factsheet. Issue date: April 2012.

pdf Fund Factsheet 2

Contents - EFA OPM Equity High Income Portfolio Fund Factsheet. Issue date: April 2012.

pdf Fund Factsheet 3

Contents - EFA OPM Fixed Interest Fund Factsheet. Issue date: April 2012.

pdf Fund Factsheet 4

Contents - EFA OPM Property Fund Factsheet. Issue date: April 2012.

pdf Fund Factsheet 5

Contents - EFA OPM UK Equity Fund Factsheet. Issue date: April 2012.

pdf Fund Factsheet 6

Contents - EFA OPM Worldwide Opportunities Fund Factsheet. Issue date: April 2012.