The Omnis Managed Portfolio Service spreads your investments across the different asset classes to help reduce the absolute risk of loss in your total portfolio. As each single investment represents a small percentage of the total assets, any loss has a relatively reduced impact on total performance. Whilst the same is also true of any positive performance, our underlying fund managers have been selected for their ability to consistently pick stocks with the potential for strong long-term returns. The strategic asset allocations are specifically designed to match the risk and reward expectations of a range of investors and can be held either on their own or in combination, if you and your adviser think that is appropriate. The Omnis Investment Committee is responsible for setting our asset allocation policy. They are supported in this by authoritative investment research and analysis from JP Morgan. The following pie charts show the broad asset allocations the Omnis Managed Portfolio Service.

We believe investors should have diversified portfolios that blend assets and provide exposure to opportunities throughout the global markets. This approach is supported by years of academic research, and the idea is that by spreading your investments across a variety of assets, you can achieve better returns with less risk in the long run. We use an evidence-based approach that involves detailed analysis to determine the best blend of assets for each investor based on their risk tolerance. By doing so, we aim to create portfolios that are tailored to each individual’s unique needs and goals.