Omnis Investments, adviser community Openwork’s £11bn specialist asset administration firm, has launched a brand new managed portfolio service (MPS) referred to as Omnis Agility.
The brand new fund vary has 4 portfolios matched to completely different return targets and danger profiles.
The strategic asset allocation of the portfolios has been set according to Openwork’s present danger administration frameworks.
In step with Omnis Investments’ lively administration strategy, the vast majority of every of the portfolios will probably be allotted to actively-managed funds.
However round 30% of the belongings in every portfolio will probably be allotted to change traded funds (ETFs), which Omnis mentioned would enable the funding group to implement particular funding views by way of tactical asset allocation.
By combining actively-managed Omnis funds with ETFs, the brand new MPS goals to ship environment friendly, value efficient and risk-conscious long-term funding returns, the agency mentioned.
Andrew Summers, chief funding officer at Omnis Investments, mentioned: “Now we have designed Omnis Agility by contemplating find out how to efficiently spend money on as we speak’s ever-changing markets, which requires versatile considering and the flexibility to mix long run methods with lively portfolio administration.
“We strongly imagine within the capability of lively investing to generate superior returns over the medium and long term.”
Omnis Investments, the funding arm of The Openwork Partnership, manages greater than £11bn of belongings and gives a variety of funding funds in addition to a managed portfolio service. The Omnis funds are solely obtainable by way of advisers of The Openwork Partnership and 2plan wealth administration.
The Openwork Partnership is likely one of the UK’s largest monetary providers networks having greater than 4,300 monetary advisers working throughout the UK. It operates panels for pensions, annuities, and safety (life assurance, essential sickness, Basic Insurance coverage).
