Overview of our current underlying fund managers
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 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 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 UK Equity Income Fund This Fund looks to invest in superior quality companies with strong business models and sound finances that are able to deliver sustainable dividend growth, and therefore greater income.
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.
In April 2021, Somerset Capital Management took over the investment management function for the Omnis Global Emerging Markets Equity Opportunities Fund. Prior to this, the fund was managed by Jupiter Asset Management. Further details of this new appointment can be found here.
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.
