Omnis Investments is a specialist investment company providing high quality investment solutions to clients. Our funds are available exclusively through the financial advisers of The Openwork Partnership and 2Plan Wealth Management.
We work with leading global investment management firms to offer a range of funds spanning different asset classes and regions. The investment managers of each fund have been appointed by Omnis following a rigorous selection process. Using a wide range of market data and expert independent analysis, the Omnis investment team oversees each of the funds, ensuring the manager delivers over the long-term against the objectives of the funds.
Our funds are run on an active basis, which means the managers are free to select the individual investments they think will help them to outperform their segment of the market.
Where necessary, Omnis can appoint new investment managers on any of its funds at any point, following the same rigorous selection process. The advantage of this approach is that, should it be appropriate to replace any fund manager, this can be done without the need to move your money from one fund to another. It remains invested in the same Omnis fund and we simply appoint a new investment manager to manage the investments.
The Investment Team works closely with each of the Omnis investment managers and has full visibility of the composition of each of the funds. So, as potential opportunities and threats emerge and market conditions evolve, the team understands how each of the fund managers is responding.
Where necessary, Omnis can appoint new investment managers on any of its funds at any point, following the same rigorous selection process. The advantage of this approach is that, should it be appropriate to replace any fund manager, this can be done without the need to move your money from one fund to another. It remains invested in the same Omnis fund and we simply appoint a new investment manager to manage the investments. The Investment Team works closely with each of the Omnis investment managers and has full visibility of the composition of each of the funds. So, as potential opportunities and threats emerge and market conditions evolve, the team understands how each of the fund managers is responding.
The Investment Team is overseen by the Omnis Board which contains a great deal of investment knowledge. Its members include senior individuals from Omnis and Openwork who are supported by external investment professionals, whose skills and expertise provide wider perspectives.
The coronavirus pandemic has put environmental and social issues into the spotlight over the past two years.
At Omnis, we're committed to being active investors and strive to be responsible stewards of our clients’ investments within a framework of good governance and transparency. Core to our investment philosophy, is the belief that well-governed companies are better positioned to manage the risks and challenges inherent in business and to capture opportunities that help deliver sustainable growth. We firmly believe that effective stewardship will benefit companies, our clients and the economy as a whole.
We only work with investment managers that share our same philosophy and all of them consider environmental, social and governance (ESG) factors in their investment process. To find out more about our approach, please click here.
Robert Jeffree, Chief Investment Officer Robert joined Omnis in 2020 having begun his career at HSBC Asset Management’s in 1995. He initially joined as an investment analyst before training as a fund manager on the European equities desk. After 3 years at HSBC, he moved to McKinsey as an investment management consultant. In 2004 he joined New Star Asset Management as a fund manager for their MultiAsset and Asia portfolios.
Colin Gellatly, Deputy Chief Investment Officer Colin began his career in investment management in 2001, joining Omnis in 2013. Throughout this time, he has been heavily involved in fund manager selection and portfolio construction, while developing a specialism in tactical asset allocation strategies, informed by analysis of the macroeconomic environment and financial market characteristics.
Jonathan Gosling, Investment Manager Jonathan Gosling joined Omnis in 2017 from Towry Investment Management, where he focused on the firms' fund manager research efforts and helped formulate asset allocation and investment strategy. At Omnis, he works closely with our third party investment managers to monitor the management of the Omnis funds and is instrumental in the selection process of new managers.
Rohit Vaswani, Client Portfolio Manager Rohit has over 13 years’ experience in financial services, in a variety of roles. He began his career at Fidelity International, working with investors globally to provide investment solutions and more recently worked with fund managers and fund buyers at Portfolio Adviser, a leading UK-based investment publication.
William Jones, Investment Analyst William joined Omnis Investments in 2019 with a focus on research and fund analysis. William undertakes risk analysis for our funds and portfolios and assist the wider team in the investment manager oversight.
In this section you will find the current investment managers for the underlying funds of Omnis MPS. The current range of Omnis funds are shown below. New funds may be added to the range to enhance asset class and investment manager diversity.
Omnis Short-Dated Bond Fund Invests in a range of bonds (debt) that repay the initial investment within five years. It aims to preserve this investment by building a wide-ranging portfolio based on detailed research of both the global economy and each government or company issuing the bond.
Omnis UK Gilt Fund Invests in UK government bonds, also known as gilts. Bonds are an important asset class to include in a portfolio, as they offer diversification from equities.
Omnis Sterling Corporate Bond Fund Invests in UK corporate bonds which are issued by companies seeking to raise finance, for example to expand operations. It aims to reduce the risk of default by focusing on investment-grade bonds and thoroughly researching each issuer. Compared to gilts, corporate bonds offer higher potential rewards but carry greater risk.
Omnis Strategic Bond Fund This Fund has great flexibility as to where it can invest, making it an ideal first step for fixed income investing. It holds a mix of bonds (debt) issued by governments, companies with a minimal risk and ‘high-yield’ bonds which carry more risk but pay a higher income.
Omnis Global Emerging Markets Equity Leaders Fund Invests in large and mid-size companies in developing countries across Latin America, Asia, Europe and the Middle East. It targets companies with strong balance sheets that demonstrate responsible corporate governance and employ sustainable business practices.
Omnis European Equity Leaders Fund Invests in shares of high quality companies that the fund manager believes are undervalued because the market underestimates their ability to deliver steady and consistent earnings. It targets mid-size companies in countries across Europe, excluding the UK.
Omnis UK Smaller Companies Fund This Fund provides exposure to smaller UK companies, typically with market capitalisations of between £100 million and £1 billion, aiming to build long-term value for shareholders. Like the Omnis UK All Companies Fund, it looks for attractively-priced stocks with strong balance sheets and sustainable cash flows.
Omnis UK All Companies Fund The fund invests in predominantly large cap but also mid and small-sized UK companies that appear attractively priced and have strong balance sheets and sustainable cash flows.
Omnis Diversified Returns Fund Invests in different types of investments, including equities (shares), bonds (debt), currencies and commodities (like gold or oil). The Fund aims to provide returns that are not linked to the movements of mainstream investments.
Omnis Absolute Return Bond Fund Invests in a wide range of bonds (debt) that repay the initial investment within two and a half years. It typically targets larger bond issuers in the United States and Europe, but also looks for opportunities in emerging markets, such as Eastern Europe or South America.
Omnis Income & Growth Fund This Fund is another UK equity fund within our range, providing variation in a small market. It aims to invest in companies which not only provide a regular income, but also are growing.
Omnis European Equity Opportunities Fund Invests in mid-size European companies (excluding the UK) that the fund manager believes are undervalued by the market. By thoroughly researching the factors affecting a company and its industry, it targets a wide set of opportunities across different industries and countries.
Omnis Japanese Equity Fund Invests in undervalued but good quality Japanese stocks, with a slight bias towards small and medium-sized companies, generating strong potential earnings growth and providing earnings visibility over the long-term. The Fund targets companies that exhibit some form of competitive advantage, such as a technological edge or dominant market share.
Omnis Global Bond Fund This Fund provides exposure to global fixed income and currency markets, providing valuable diversification opportunities.
Omnis Global Emerging Markets Equity Opportunities Fund This Fund provides access to developing markets including Brazil, Russia, India and China, which can be a valuable source of returns. It invests in the shares of companies in emerging markets, which can carry a higher risk, but can also provide investors with higher returns.
Omnis US Smaller Companies Fund Invests in shares of smaller companies in the United States. It uses research to unearth companies that the fund manager believes have been undervalued by investors, despite having solid business plans, financial flexibility and strong leadership teams.
Omnis US Equity Leaders Fund Invests in the shares of larger companies in the United States. It relies on research at both a company and industry level to identify what the fund manager believes will provide the best returns for investors.
Omnis Asia Pacific (ex-Japan) Equity Fund This Fund aims to deliver strong real returns and relative returns over time by adopting a thematic approach and investing in stocks benefiting from structural trends in Asian economies.
The Omnis Managed Portfolio Service (OMPS) is a discretionary investment management service provided by Openwork Wealth Services Ltd, which is available exclusively through financial advisers of The Openwork Partnership and 2Plan Wealth Management.
OMPS aims to keep your investments aligned to your financial goals and deliver the right outcomes for you on a long-term basis (which we define as at least five years), whilst seeking outperformance through an active asset allocation approach. Our investment team constantly monitors the global market environment and adjusts portfolio exposures to take advantage of the most compelling investment opportunities
At the heart of our investment approach is a focus on maximising returns from well-defined levels of risk. Each of the portfolios has what we call a ‘strategic asset allocation’. This is the framework for the mix of the diverse types of investments in each portfolio. The aim is to provide the level of diversification we consider appropriate to deliver strong returns while always staying true to the portfolio’s risk profile. The portfolios then invest in the various actively managed Omnis funds.
The asset allocation of each portfolio can be adjusted by the investment team to reflect market conditions. The investment team considers the asset allocations on an ongoing basis and may adjust these as it deems necessary. This active or ‘tactical’ management is what really sets OMPS apart from more static types of investment portfolios; it is through making these regular adjustments that additional outperformance may be achieved.
To find out more about our approach, you can download our Omnis Managed Portfolio Service brochure here.
