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FOR FINANCIAL ADVISERS ONLY

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Compass Portfolios

The Compass Portfolio range offers investors a choice of global, risk-targeted multi-asset funds which are actively managed by the multi-asset team at Old Mutual Wealth’s Investment Division.

The portfolios are truly globalised with no specific regional biases. They can be ideal solutions for clients who are seeking to diversify their investments over multiple markets, sectors, assets and investment styles. Each portfolio is a basket of assets packaged within a single fund, representing a highly diversified portfolio of global stocks and shares, alternatives, fixed interest and cash.

The Old Mutual Compass Portfolio Range is available to our customers through our OMI Isle of Man and OMI Ireland products. Please see the table at the bottom of the page for details.

Why choose the Compass Portfolio range?

One of the key benefits of investing in a diversified multi-asset portfolio is that they can offer a smoother overall investment journey as different asset classes usually have different return behaviours. This is a proven way to spread risk and could help protect your client’s money during periods when markets are performing poorly. Clients can also switch between portfolios as their investment needs change over time which can help ensure their investments are aligned with their needs and objectives.

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One year performance infographic

 

 

What types of client may want to invest in multi-asset funds?

Compass Portfolios may suit clients who:

  • want a clear idea of what to expect from their portfolio
  • place a high value on quality active management and professional portfolio management
  • want a diversified portfolio of global assets
  • do not want a high level of involvement in fund selection or day to day portfolio management.

 

Old Mutual Compass Portfolio range

Fund name
Old Mutual International Isle of Man (OMI IM)/Ireland (OMI IE) funds

Available through the Managed Capital Account, Executive Wealth Account and European Capital Account.

Fund name
Old Mutual Compass Portfolios

Available through Old Mutual International Isle of Man/Ireland Portfolio Bonds.

OMI IM/OMI IE Compass Portfolio 5

Old Mutual Compass Portfolio 5

OMI IM/OMI IE Compass Portfolio 4

Old Mutual Compass Portfolio 4

OMI IM/OMI IE Compass Portfolio 3

Old Mutual Compass Portfolio 3

OMI IM/OMI IE Compass Portfolio 2

Old Mutual Compass Portfolio 2

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