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FOR FINANCIAL ADVISERS ONLY
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Managed solution funds

We offer investors five global multi asset funds which are actively managed by the multi asset team at Old Mutual Global Investors.
Each fund is a basket of assets packaged within a single fund, representing a highly diversified portfolio of global stocks and shares, property, fixed interest and cash. They can be ideal solutions for clients who are seeking to diversify their investment over multiple markets, sectors and investment styles.

Through our Managed Solution funds, investors can access global equity and bond markets. One of the key benefits of investing in a diversified multi asset fund is that they can offer a smoother overall investment journey as different asset classes usually have different return behaviours. Clients can also switch from fund to fund as their investment needs change over time which can help ensure their investments are aligned with their needs and objectives.

The five funds are designed to match five different investor risk profiles:

  Old Mutual International Isle of Man fund (available for Managed Savings Account, Managed Pension Account, Managed Capital Account) Underlying fund (available for Portfolio Bond customers) Investors fitting this profile are generally looking to invest in:
High risk to low risk arrow OMI IM Aggressive Old Mutual Voyager Global Dynamic Equity

a diversified portfolio of global equities and have a long term investment horizon, for example 12 years or more.

OMI IM Balanced Old Mutual Voyager International Growth a diversified portfolio of global equities, fixed interest, cash and alternative investments and have a long term investment horizon, for example 10 years or more.
OMI IM Cautious Old Mutual Voyager International Diversified a diversified portfolio of global equities, fixed interest, cash and alternative investments and have a medium term investment horizon, for example 7 years or more.
OMI IM Defensive Old Mutual Voyager Conservative a diversified portfolio of global equities, fixed interest, cash and alternative investments and have a relatively short term investment horizon, for example 5 years.
OMI IM Global Dynamic Bond Old Mutual Voyager Strategic Bond fixed interest or cash. They generally have a short term investment horizon, for example 3 years, as they need access to their investment in the short term.

 

The Managed Solution Funds are available in USD, GBP and EUR and they aim to outperform – by a specific targeted percentage - the Consumer Price Index (CPI) of the region in whose currency they are denominated (for example the US CPI for the US Dollar variant).

The CPI tracks changes in the level of prices of services typically purchased by households.

The percentage performance target of each fund is indicated by its designation ‘CPI + (number)’. So for example, a fund designated as CPI+3 will aim to achieve average annual returns that are 3% above CPI in the currency in which it is denominated.

What type of client may want to invest in the Managed Solution Funds?

Clients who:

  • place a high value on the best-quality active management
  • see the value of 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.

Managed solutions fund commentaries

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