- 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 Cautious
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 (20%), Russell 1000 TR Index (10%), MSCI Daily (ex UK) EAFE TR Index (10%), SONIA GBP (10%), ICE BoAML Global Broad Market TR Index (15%) and ICE BoAML Sterling Broad Market TR Index (35%).
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.
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 Schroders to run ours.
Introducing the Investment Managers
Philip Chandler
Fund Manager
Joined Schroders in 2003 and is based in London. Portfolio manager in the Multi-Asset team and a member of the Global Asset Allocation Committee. As Head of UK Multi-Asset, Philip is responsible for all UK clients with benchmark, SAA or peer group-based objectives. Member of the Duration risk premia team of the Strategic Investment Group Multi-Asset (SIGMA). Initially joined Schroders as a portfolio manager in the Fixed Income team, with roles including global bonds, money markets and UK government bond portfolios. Transferred to the Multi-Asset team in 2009 and was seconded to New York 2011-2015. CFA Charterholder. Degree in Philosophy, Politics and Economics, University of Oxford.
Schroders Investment Management Limited
Tara Fitzpatrick
Fund Manager
Tara joined Schroders in 2014 and is based in London. Tara manages assets on behalf of UK pension & wealth management clients and is co-manager for the Schroder Global Multi-Asset Portfolios. Tara is head of the Credit research group within Multi-Asset Investments at Schroders. Tara was previously a Solutions Manager within the Risk Managed Investments team at Schroders. Tara holds a degree in Natural Sciences from Cambridge University and is a CFA Charterholder.
Schroders Investment Management Limited