Merian Global Investors  

OMGI creates higher risk multi-asset funds

OMGI creates higher risk multi-asset funds

Old Mutual Global Investors has extended its Cirilium range of portfolios with the Adventurous, an actively-managed portfolio, and the Adventurous Passive.  

The asset management firm released the new portfolios in response to consultation with investors and financial advisers who identified a requirement for higher risk multi-asset solutions.  

Clients wanting investments that are selected and managed for them can now choose the active Adventurous, which is overseen on a continuous basis by asset managers.

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This option draws on a wide range of solutions, including alternative asset classes, typically delivered via fund structures.

The passive option is intended to suit clients who are looking for a cost-effective solution that comprises diversified, risk-based portfolios.

These are invested in vehicles designed to match market indices and reviewed on a quarterly basis to ensure they remain appropriate. 

With the addition of the two Adventurous portfolios the Cirilium range now comprises 10 risk-targeted solutions, five active and five passive. 

Paul Craig, Cirilium portfolios manager at OMGI, said: “The launch of two new Cirilium portfolios, at the top-end of the risk appetite scale, demonstrates our commitment to acting upon client demands for solutions that meet their preferences and match their attitude to risk. 

“We hope that the enhancements we have made will satisfy investors looking to take on a little more risk in order to experience the potentially significant gains that can be made in the global equities market.”

Ben Sear, partner at Martin-Redman Partners, said: “The latest portfolios don’t sound as ground-breaking as others, such as Aviva and Standard Life, which also offer higher-risk active and passive portfolios.

"But if the Adventurous portfolios deliver and are operated with due diligence they are to be welcomed. Choice is always a good thing if it offers more opportunities for IFAs and clients.”

dan.moore@ft.com