The Orchard Fund’s objective is to deliver positive, inflation beating returns through the investment cycle without incurring significant losses. We are targeting a total return averaging 6-8% per annum through the cycle and targeting a 6% dividend yield for the distribution class.

We ‘agree’ to buy top quality, highly liquid, dividend paying global companies that meet strict criteria, below their intrinsic worth. The portfolio earns a positive cash flow from these agreements and interest income from our cash holdings 

Orchard’s investment strategy has the potential to deliver positive performance whether stock markets are going up, moving sideways or modestly downwards. ‘Agreeing’ to buy companies below their intrinsic worth avoids the associated risk of buying over valued assets.

Please click here for links to the latest fund performances and factsheets.

For more information, Contact Me or visit www.owmfunds.com.

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