OPM Vega

OPM Vega (former OPM Nordic Hedge) is a fund of funds that invest with the leading Nordic hedge funds. The fund is managed in consultation with Wassum Investment Network with the goal of providing an optimal, actively managed, portfolio focusing on risk control for Scandinavian institutions. The holdings of the underlying hedge funds are constantly reviewed based on established ethical guidelines. These guidelines have been developed in consultation with a specialist company, Ethix SRI Advisors AB, who also performs the reviews. For more information about Ethix, go to ethix.se.

OPM Vega has since its inception substantially over performed the HFRX global HF index with significantly lower risk. Analysis of the current portfolio allocation can be found in the performance report.

Read more about the investment process and risk management under hedge funds.

Profile

• Style: Nordic funds with ethical review
• Risk profile: 10% std
• Currency hedged: Yes to SEK
• Diversification: 5 – 15 funds
• Minimum initial investment: 10 000 SEK
• Liquidity: Monthly
• Fixed fee: 1.5%
• Performance fee: 10% of the profits when the price exceeds 133 SEK
• High Water Mark: Yes

Download

• Performance report OPM Vega (swe) »
• Investment Memorandum OPM Vega (swe) »
• Information to shareholders OPM Nordic Hedge »