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2021 / 2022 Annual Report of the Omnis Managed Portfolio Service (Omnis MPS)

The Omnis Managed Portfolio Service

Welcome to the 2021/2022 Annual Report of the Omnis Managed Portfolio Service (OMPS). We believe it’s important to keep you updated on how we are managing your money, so alongside this report we also produce monthly summaries on the portfolios, in both written and video formats and you can access our latest thinking on our website. As an investor you also have access to our ongoing regular insights and weekly podcasts.

The Omnis Managed Portfolio Service was launched in April 2017 and consists of five different portfolios to account for different risk profiles. This report covers the key changes made by the investment team in managing your investments over the past 12 months, while ensuring your portfolio stays in line with your agreed attitude to risk.

We will put these changes in context given the ever-changing economic and political environment in which we all live our lives. You may also be interested in reading our 2022 Investment Outlook, which we published in January, looking at the five key trends that will likely influence markets this year. Of course, this was published before Russia’s invasion of Ukraine, and the geopolitical conflict in Ukraine is now impacting markets and economic policy significantly.

Whether it is Brexit, the Covid-19 pandemic or geopolitical tensions, one or all of these factors can affect the value of your investments, and we are equipped to deal with all eventualities. We are delighted that you have entrusted us with the management of your financial future. You can stay up-to-date with how your portfolio is performing by contacting your financial adviser. Additionally, you can keep informed of every change to your portfolio through our regular updates, which can be accessed on the Omnis Investments website or through our LinkedIn and Twitter channels.