Performance

See how our portfolios delivered positive returns over the year

Positive Performance across all Portfolios

All the Omnis MPS portfolios delivered positive returns over the year and behaved in the manner that we expected them to. The more cautious portfolios delivered lower returns, albeit with less volatility, while the more adventurous portfolios had higher volatility but delivered higher returns.

This chart shows the performance of the portfolios over the year to 31 March 2021. For comparison, we have included a broad global equity index (MSCI All Countries World Index), a UK equity index (FTSE All Share) and a fixed income index (ICE Bank of America Global Broad Market). Please speak to your financial adviser to determine the performance of your own investment.

Positive returns across all portfolios in the last 12 months

The performance of the portfolios is attributed to the strategic asset allocation, the tactical asset allocation and the actively managed funds within the portfolios.

We are happy to report that all three elements contributed to the overall performance of each of the portfolios. This chart shows the total return delivered for each of the portfolios in the last 12 months. As expected, the adventurous portfolios delivered higher returns, with higher volatility, compared to the more defensive portfolios, which were less volatile.

Source: Bloomberg. Performance data taken from 31st March 2020 to 31st March 2021. Using Omnis Managed Portfolio Service total returns, which incorporates returns through SAA, TAA and actively managed funds. The returns of your individual portfolio may vary – please speak to your financial adviser to determine the performance of your investments.