OLD MUTUAL
COMPASS PORTFOLIO RANGE

FUND OBJECTIVE

The investment objective of the Old Mutual Compass Portfolios is to generate a long-term total return, through investing in a diversified range of asset classes.

REASONS TO RECOMMEND

RISK TARGETING
All four Compass portfolios are risk-targeted, as matching investments to clients’ attitudes to risk should make it easier to deliver on their expectations. To take different types of investment risk into account, Compass targets a broad measure: volatility. Within the range, Compass 2 targets the lowest amount of risk and Compass 5 the highest. As such, Compass enables clients to increase – or decrease – the level of risk in their investments as their circumstances change.

UNCONSTRAINED INVESTING
The portfolios are multi-asset, enabling the Compass portfolio managers – backed by a dedicated fund research team – to scour the globe for the best funds and investments across all types of assets. As a result, they can gain from the expertise and judgement of other specialists worldwide. The portfolios are also globalised in their asset allocation, as they have been designed with the international investor in mind. They also contain direct equity investments from around the world; and they can hold bonds directly, too.

ACTIVELY MANAGED
Unlike many multi-asset solutions, the managers take a genuinely active approach to how they run the portfolios. In addition to investing in directly held equities and bonds, the managers make strategic asset allocations alongside a strong focus on tactical asset allocation, which involves the management of short term risks. In doing so, the managers employ proprietary tools and models.

GENUINELY DIVERSIFIED
The Compass portfolio managers spread investments across different types of assets to seek the desired levels of return in line with pre-determined risk parameters. This process can help lower the impact of fluctuations in the performance of different asset classes.When markets are turbulent, many asset classes can move together in the same direction; as such, the portfolios hold a variety of alternative investments, which are intended not to move in tandem with broader markets.

WHAT YOUR CLIENTS CAN EXPECT

Clients can expect their investments to be matched to a level of risk with which they feel comfortable, which should give them confidence to invest over the long term.

If you are looking for the latest fund factsheet for the Old Mutual Compass Portfolio Range please email, Quilter Investors Client Services team.

To access daily prices for Old Mutual Compass Portfolio Range, visit Morningstar’s fund prices page.

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