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Compass Portfolios

The Compass Portfolio range, part of our GlobalSelect 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
  • cash.

The Old Mutual Compass Portfolio Range, managed by the Multi-Asset team, is available to our customers through our OMI Isle of Man and OMI Ireland unit linked ranges as an underlying fund and as a direct link through our Old Mutual International Isle of Man and Old Mutual International Ireland Portfolio Bonds. Please see the table below for details.

Focus on Compass Portfolios

We have produced a short video which explains the benefits the Compass Portfolio range can bring, both to you and your clients.

 

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.

You can choose from 4 risk-targeted multi-asset funds:

Risk rating

Fund name

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

Available through the Managed Savings Account, Managed Pension Account, 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

 

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

Compass Portfolios may suit clients who:

  • want a clear idea of how to expect their portfolio to work
  • 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.

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