TYPES OF INVESTMENTS

Merian Global Investors is dedicated to delivering the investment outcomes that you are looking for as part of your overall financial planning.

Within our range of investment funds, we offer options seeking long-term growth, income, or a combination of the two, investing across a wide range of different kinds of financial markets.

We believe firmly in the value of financial advice.

Whether you are just starting out on your investment journey, or have already accumulated significant assets, speak to your financial adviser about how our investment funds might be able to help you to meet your long-term savings and investment objectives.

There are many different kinds of equity funds, and investors should take some time to familiarise themselves with them and choose the sort they want. They can do this by reviewing the fund’s Key Investor Information Document (KIID), its prospectus, and other fund offering documents.

As well as differences in geographical region, equity funds may also differ in the type of companies they invest in, for example. One kind of equity fund is an equity income fund, which, as the name suggests, aims at delivering a good level of income to investors by targeting companies paying attractive dividends. All these types of equity fund are exposed to market movements, which can cause investments to go down as well as up.

OMGI offers investors various ways to access global stock (equity) markets.

UK and European equities

Award-winning fund manager, Richard Buxton, heads a 15-strong team at Merian Global Investors dedicated to the detailed research of UK stocks, including large, medium and smaller companies in the UK, as well as European equities.

Global, North American and Asian equities

Our highly acclaimed global equities team, under the leadership of Ian Heslop, uses sophisticated computer-based techniques to monitor global equity markets and to identify attractive investment opportunities. In addition to global equity funds, the team offers specialised funds investing in North American equities and Asian equities (excluding Japan).

Global emerging market equities

Our global emerging market equities team, headed by Nick Payne, aims to grow capital by investing across emerging and “frontier” markets. The managers focus on identifying companies that they believe to possess strong business models and, as yet, unrecognised potential.

Our equity funds are available on all leading fund platforms and supermarkets. We recommend that you speak to a financial adviser about the suitability of any investment to meet your individual needs.

We offer a range of fixed income or ‘bond’ funds. Bonds are essentially IOUs issued by companies and governments as a way of raising money.

Different kinds of bonds have very differing characteristics, so we strongly recommend you speak to a financial adviser to help determine whether a particular fund is suitable for your needs.

In addition to traditional funds, there are also so-called ‘alternative’ funds, which have been of increasing interest over recent years.

We run a number of alternative funds. However, you should be aware that these funds tend to be more sophisticated and complex than traditional equity or bond (fixed income) funds, and you should always consult your adviser before deciding whether to invest in them. Their value may go down as well as up, and you may not get back what you originally invested.

Alternative funds vary widely in their aims and styles, and also in the types of investments they can hold. Investors may find them attractive because they have different characteristics to traditional asset classes, and so can help them diversify their portfolios.

Many alternative funds use financial instruments called derivatives, which can amplify or dampen price movements up or down.

Some alternative funds seek to profit in both a rising and a falling market. They may be attractive to investors who seek protection from falling markets, or who are neutral on the direction of the market. We run a number of funds with these characteristics.

Also classified as ‘alternative assets’ are other forms of investment such as property and commodities, which have different characteristics from the traditional asset classes of equities, bonds and cash.

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