Omnis Appoints Schroders as Manager of it Managed Fund Range
13 October 2025
Omnis Investments appoints Schroders as manager for its Managed Fund Range as it bolsters product proposition
- Schroders to bring deep multi-asset investing experience to the Managed Fund range
- Ongoing Charge Figure to be reduced to 0.59% in line with other Omnis Investments products
- Managed Fund range to be aligned with the globally diversified strategic allocation of Omnis’ MPS solutions and aligned to Openwork and 2plan’s risk profiles
Omnis Investments, part of The Openwork Partnership ("Openwork"), today announces the appointment of Schroders Investment Management ("Schroders") as manager of its Managed Fund range, spanning 'Managed Adventurous', 'Managed Balanced' and 'Managed Cautious'. This is complemented by a broader set of product updates including a lower operating fee and the adoption of a diversified asset allocation strategy, strengthening the fund range's investment proposition. The total fund range stands at £431 million in assets under management as of September 2025.
As manager, Schroders will bring unparalleled depth and breadth of research capabilities, enabling a sophisticated approach to multi-asset portfolio construction. Their ability to undertake tactical asset allocation supported by an exceptional investment team will enable the delivery of alpha across the Managed Fund range. With a similar approach to governance and risk, the Schroders team will closely collaborate with Omnis Investments in running the fund range.
Broader updates include a reduction in the Ongoing Charge Figure (OCF) to 0.59% from 0.84%, bringing the Managed Fund range in line with other Omnis solutions available to investors. The new benchmark will also benefit from the geographically diversified strategic asset allocation approach updated earlier this year Omnis’ MPS solutions, the flagship Omnis Agility range and its core Omnis Managed Portfolio Service (OMPS). . This ensures that the Managed Funds are also fully aligned with the risk profiles of 2plan wealth management and Openwork enabling consistency across the entire investment offering.
During the selection process, Omnis Investments carefully evaluated a diverse range of managers for each fund. Schroders will take over the mandate from Columbia Threadneedle.
Andrew Summers, Chief Investment Officer, Omnis Investments, said: "The breadth and depth of Schroders’ research capabilities, track record and approach to governance and risk commend it as a strong partner for our Managed Fund range. Alongside this, our adoption of a more globally diversified benchmark aligns with the OMPS and offers clients in Openwork and 2plan access to high-performing, low-cost investments tailored to their risk level – with a reduced OCF of 0.59%. Together, these changes strengthen our investment proposition and support strong, long-term, risk-adjusted returns."
Jamie Fowler, Head of UK Wealth, Schroders said: "We are grateful for the trust Omnis Investments has placed in us and look forward to working closely together to meet their investment objectives.
Our long-standing partnership with Omnis is testament to our mutual commitment to supporting UK advisers and their clients by offering a wide choice of investment solutions, designed to help them meet their financial goals. Omnis Managed Fund range will be powered by the exceptional investment capabilities of our multi-asset team who will bring the best of Schroders to Omnis and their clients. Over the past five years, 76% of our funds have outperformed their benchmarks, reflecting the strength and consistency of our investment approach."
Omnis Investments carefully selects managers for its funds and has access to both publicly available strategies, and exclusive mandates. As the Authorised Corporate Director (ACD) of the Omnis funds, all mandates are bespoke to Omnis Investments, ensuring they meet the risk and asset allocation requirements of clients.
Omnis’ funds are available to clients of The Openwork Partnership and 2plan wealth management. Its range of single strategy funds are available through discretionary portfolios run by Omnis Investments.
The Omnis Managed Portfolio Service (OMPS) provides clients with a suite of actively managed portfolios investing in Omnis’ funds, that are themselves run by third-party investment managers appointed independently by Omnis Investments.
The funds are also available for allocation in the Omnis Agility portfolios, which provides clients with a suite of actively managed portfolios designed to help achieve specific financial goals. Omnis Agility combines actively managed Omnis funds with carefully selected Exchange Traded Funds that give clients access to diversified investment opportunities. The Omnis Managed funds will now complement these offering, as a unitised investment solution aligned to clients’ risk profiles.
