Multi-Manager 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 (7%), NSCX ex Inv Trusts TR (1%), Russell 1000 TR (13.25%), Russell 2500 TR (4.75%), FTSE World Europe ex UK TR (7.5%), FTSE Japan TR (3.5%), FTSE World Asia Pacific ex Japan TR (3%), ICE BofA UK Gilt TR (11%), ICE BofA Sterling Corporate Bond TR(6.25%), ICE BofA Global Broad Market TR (12.75%), ICE BofA Global Broad Market (GBP Hedged) TR (20%), SONIAGBP (7.5%), ICE 1-5 Years Sterling Non-Gilt Index (2.5%)

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.

The Omnis Multi-Manager funds are managed by experts from Schroders.

Our three risk-rated funds, which aim to achieve capital growth, invest primarily in collective investment schemes and may also invest in transferable securities, money market instruments, warrants and deposits. Use may also be made of stock lending, temporary borrowing and cash holdings, and derivatives may also be used for the purposes of hedging and efficient portfolio management.

The investment approach taken by Schroders, also known as 'fund of funds', offers two key benefits:

  • your money is spread broadly across different types of assets and different markets worldwide, all of which helps to reduce risk when compared to less well-diversified investments.

The Multi-Manager funds are divided into different risk categories to fit the investor's risk profile from the outset.


Capital At Risk

Issued by Omnis Investments Limited. This content is for informational purposes only and is not investment advice. Omnis is unable to provide investment advice. Every effort is made to ensure the accuracy of the information but no assurance or warranties are given. Past performance should not be considered as a guide to future performance. The value of investments and any income from them may go down as well as up and cannot be guaranteed. Prospective investors are reminded to read the fund's Key Investor Information Document and Prospectus prior to investment. These are available free of charge from Omnis Investments Limited. Omnis Investments Limited is authorised and regulated by the Financial Conduct Authority.