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Omnis UK Gilt Fund

Investment Manager
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Investment Objective

The Fund aims to achieve a return consisting of both income and capital growth which, after all fees and expenses, exceeds that of the ICE Bank of America Merrill Lynch UK Gilt TR Index over the medium to long term (defined as 5 to 10 years).

The fund manager believes a long-term investment horizon provides the opportunity to exploit short-term volatility in the pursuit of risk-adjusted returns.

The fund employs a top-down approach to researching gilts, bonds issued by the UK government. It identifies investment opportunities using a proprietary process which develops a deep understanding of economic developments and policy outlook. A highly experienced staff of research professionals thoroughly examines various factors such as monetary policy, valuations and term premiums.

The fund manager fosters a collaborative approach to idea generation, which encourages portfolio managers and credit analysts to work together on investment decision-making and portfolio construction.

The fund seeks to manage risk by relying on industry-standard measures and in-house tools. The manager believes he can deliver returns by taking a diversified approach to risk, incorporating relative value, duration and the yield curve.

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.

Key Fund Facts

High-quality research

An experienced team employs a proprietary research process to develop a deep understanding of the macro environment.

Collaborative approach

By fostering a collaborative culture, the investment team’s best ideas emerge.

Robust risk management

The manager seeks to reduce portfolio volatility through a combination of qualitative and quantitative risk management.

Investment Policy

The Fund intends to invest at least 95% in sterling denominated (or hedged back to sterling) AA-rated, government-backed securities, with at least 75% invested in UK government securities (Gilts).

The Fund may also invest in other transferable securities, units in collective investment schemes (including schemes managed and operated by the ACD or its associates), money market instruments, warrants, cash and near cash deposits as detailed in the Prospectus.

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

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