The 2019 Omnis Scheme of Arrangement will implement a reorganisation of four of its funds.The reorganisation will be accomplished through what is known as a ‘Scheme of Arrangement’. The changes will result in four Omnis funds being transferred into nine new funds.

The 2019 Scheme of Arrangement will introduce more high-quality investment managers to the Omnis fund range. The addition of new fund managers and new funds will provide you with more diversification – the spreading of risk – and investment choice.

Why and How

We are continually reviewing our range of funds to ensure we provide you with the best possible investment opportunities. The chart to your left illustrates how the Scheme of Arrangement will occur, and what percentage of each closing fund, will be transitioned into the new funds.

We are appointing four new investment managers who are some of the best in the industry; RWC Partners, Hermes Investment Management, AXA Investment Managers and Fulcrum Asset Management.

We are retaining three of our existing investment managers; Jupiter Asset Management, Fidelity International and T. Rowe Price Investment Management. We believe that these investment managers will be able to provide you with the long-term investing that you need to make your wealth grow.

No Action Needed

There is no action required by you. We have managed every aspect of this change. Importantly, the level of investment risk, the risk you take on when investing, will not change. And there is no need for you to change your investments as a result. We also anticipate that there will be no material changes to any of the fees you are charged to invest with us. The value of an investment can fall as well as rise and you may not get back the amount you originally invested.

For more information or literature on this change to your investments, please do not hesitate to contact me on 01506 848 799 or 07739094878 or by using or callback form – https://vincentthrop.co.uk/contact-us/