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Omnis Global Bond Fund

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Investment Objective

The Fund aims to achieve a return consisting of a combination of income and capital growth which exceeds that of the ICE BoAML Global Broad Market TR Index, after all fees and expenses, over a five-year rolling period.

Legal & General's investment philosophy and processes are focused on creating value over the long term. The firm believe that incorporating financially material sustainability criteria, when relevant to clients, can create value and drive positive change. This reflects L&G's purpose: 'Investing for the long term. Our futures depend on it.'

The mandate will be managed by the L&G Global Bond Strategies team, a well-established investment team focused on three core expertise: Credit, Rates & Inflation and Quantitative. The team has a strong track record in managing global fixed income strategies. Their investment strategy is based on an active approach to managing all aspects of fixed income investments and adjusts high-level risk accordingly. It is complemented by bottom-up bond selection which further adds to performance without increasing overall risk.

Key Fund Facts

Diversified sources of return

The team leverage the best of L&G’s Active Fixed Income platform to provide clients with a diversified exposure to fixed income markets, focussed on utilising multiple, uncorrelated sources of positive returns.

Unique philosophy

We believe that fixed income is an inefficient asset class. Our investment philosophy is based on identifying and benefiting from constrained investors, behavioural biases, and analytical blind-spots.

Strong track record

The L&G Global Aggregate Bond team have a strong track record in generating consistent returns in all market conditions, delivering outperformance in each calendar year since inception.

Investment Policy

The Fund intends to invest (directly or indirectly) at least 70% in non-Sterling denominated government and non-government fixed and variable interest rate securities.

The Fund may also invest in other transferable securities (for example, Sterling denominated fixed and variable interest rate securities), units in collective investment schemes, (including exchange traded funds and other schemes managed by the ACD or its associates) money market instruments, deposits, warrants, cash, near cash and deposits as detailed in the Prospectus.

Use may also be made of stock lending, temporary borrowing and cash holdings.

Derivatives may be used for both investment purposes and for efficient portfolio management.

Exchange rate fluctuations may cause the value of your investment to go down as well as up.

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