Opus Global Cautious Fund Class Somerset (USD)

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Name of CompanyFreedom Global Funds PCC Limited
Phone+44 1481 727 300
AddressMaison Allaire
 St Peter Port   GY1 2NG
Other Share Classes
Opus Global Cautious Fund Class A GBP
Opus Global Cautious Fund Class C USD
Legal StructureOpen Ended Investment Company
Inception Date25/11/2016
Fund Advisor(s)
Freedom Asset Management Limited
Fund ManagerSimon Fentham-Fletcher
Manager Start Date17/10/2014
Simon is Chief Investment Officer of Freedom. Prior to Freedom, he spent 3 years at at RenAsset Management as head of asset allocation strategies, and was based in Moscow. With over 20 years’ international investment experience, Simon has a long and successful track record focusing on global asset allocation and fund selection. Prior to joining RenAsset Management, Simon was head of investment management, CIO Private Banking at Raiffeisen Bank in Moscow for a number of years. He has also held a number of senior investment roles including at BlackRock in New York and Schroders NewFinance, the alternative investment group, in London. Simon has a BA Hons, Economics & Finance from the Manchester Metropolitan University and is a chartered accountant. Simon is a British citizen.
In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(https://www.morningstar.com/research/signature)

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