- Managed Adventurous
- Managed Balanced
- Managed Cautious
- Multi-Manager Adventurous
- Multi-Manager Balanced
- Multi-Manager Cautious
- Omnis Absolute Return Bond Fund
- Omnis Asia Pacific (Ex-Japan) Equity
- Omnis Diversified Returns Fund
- Omnis European Equity Leaders Fund
- Omnis European Equity Opportunities Fund
- Omnis Global Bond Fund
- Omnis Global Emerging Markets Equity Leaders Fund
- Omnis Global Emerging Markets Equity Opportunities Fund
- Omnis Income and Growth Fund
- Omnis Japanese Equity Fund
- Omnis Multi-Asset Income Fund
- Omnis Multi-Manager Distribution Fund
- Omnis Short-Dated Bond Fund
- Omnis Sterling Corporate Bond Fund
- Omnis Strategic Bond Fund
- Omnis UK All Companies Fund
- Omnis UK Gilt Fund
- Omnis UK Smaller Companies Fund
- Omnis US Equity Leaders Fund
- Omnis US Smaller Companies Fund
Managed Balanced
Investment Objective
The Fund aims to achieve a return, over a five year rolling period and after all fees and expenses, consisting primarily of capital growth (and potentially a low level of income) which exceeds a composite benchmark based on the FTSE All Share TR Index (30%), Russell 1000 TR Index (15%), MSCI Daily (ex UK) EAFE TR Index (15%), MSCI Daily Net EM TR Index (10%), SONIA GBP (5%), ICE BoAML Global Broad Market TR Index (5%) and ICE BoAML Sterling Broad Market TR Index (20%).
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.
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.
Introducing the Investment Manager
Alex Lyle
Managed
Alex Lyle is Columbia Threadneedle’s Head of Managed Funds. In 1980, he joined Hambros Bank’s unit trust division, which was acquired by Allied Dunbar in 1981 and subsequently became part of Threadneedle Investments in 1994. He managed UK equity portfolios for more than 20 years. He was appointed joint head of Threadneedle’s Pan European equity team in December 1999 and then Head of Managed Funds in May 2003. In this role he takes responsibility for a large number of our managed funds, is a member of the asset allocation committee and is a key investment contact between Columbia Threadneedle and some of our major clients.
Columbia Threadneedle