OPM Fund Management
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EFA OPM Funds & Related Products
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.
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.
Application Forms
Contents - Application Forms for the EFA OPM Funds and the EFA OPM Funds Stocks and Shares ISA. Issue date: May 2011.
ISA Transfer Authority
Contents - EFA OPM Funds. Stocks and Shares ISA Transfer Authority. Issue date: May 2011.
Direct Debit Mandate
Contents - Instruction to a Bank or Building Society to pay by Direct Debit.
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.
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.
Financial - Short Report 3
Contents - The EFA OPM Property Fund. Annual Short Report for the period ending 30th April 2011. Issue date: September 2011.
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.
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.
Fund Factsheet 1
Contents - EFA OPM Diversified Target Return Fund Factsheet. Issue date: April 2012.
Fund Factsheet 2
Contents - EFA OPM Equity High Income Portfolio Fund Factsheet. Issue date: April 2012.
Fund Factsheet 3
Contents - EFA OPM Fixed Interest Fund Factsheet. Issue date: April 2012.
Fund Factsheet 4
Contents - EFA OPM Property Fund Factsheet. Issue date: April 2012.
Fund Factsheet 5
Contents - EFA OPM UK Equity Fund Factsheet. Issue date: April 2012.
Fund Factsheet 6
Contents - EFA OPM Worldwide Opportunities Fund Factsheet. Issue date: April 2012.