Our fund range

Managed

A managed fund is simply a fund which usually invests in a wide range of asset classes and underlying stocks, but where a single fund manager makes the decisions about both. The Omnis Managed funds, which aim to achieve capital growth, invest in:

  • collective investment schemes
  • transferable securities
  • money market instruments
  • warrants
  • deposits

What’s more, they can potentially invest in all these things all over the world.

Use may also be made of stock lending, temporary borrowing and cash holdings. Derivatives may also be used for the purposes of hedging and efficient portfolio management.

Needless to say, if you are choosing a single firm to manage global funds, it will need to be a large global firm with expertise in all kinds of assets and access to a wide range of funds. That’s why we have chosen Columbia Threadneedle to run ours.

Adventurous

It is expected that exposure to equities will typically make up the majority of the Fund’s assets. However, investments will not be confined to any particular sector.

By investing in a wide range of different investment assets, the fund managers aim to limit the risks associated with any one type of asset. It follows one of the oldest principles of investment, summed up by the old saying that you should not put all of your eggs in one basket.

Balanced

It is expected that there will be an emphasis on exposure to equities and fixed interest investments. However, investments will not be confined to any particular sector.

By investing in a wide range of different investment assets, the fund managers aim to limit the risks associated with any one type of asset. It follows one of the oldest principles of investment, summed up by the old saying that you should not put all of your eggs in one basket.

Cautious

It is expected that exposure to cash, cash equivalents and fixed income investments will make up the majority of the Fund’s assets. However, investments will not be confined to any particular sector.

By investing in a wide range of different investment assets, the fund managers aim to limit the risks associated with any one type of asset. It follows one of the oldest principles of investment, summed up by the old saying that you should not put all of your eggs in one basket.