Oakley Opportunities Fund Profile

Performance targets

  • Annualised return of 15% p.a. over five years.

Portfolio construction

  • A thematic portfolio of 3-5 investment themes at a given time.
  • 1-3 investments per theme.
  • Concentrated portfolio with 8-12 investments.
  • Cash can be used as a tactical asset allocation.
  • Fund may also invest in idiosyncratic investment opportunities.


Risk guidelines

  • Maximum single manager allocation of 20% of NAV at cost.
  • Normal full position size 10-15% of NAV.