OMBA INVESTMENTS icAV
A range of competitively priced UCITS funds that provide investors and wealth managers access to the same investment strategies provided to High Net Worth investors.
Our Solutions
MODERATE RISK FUND
A globally diverse fund which invests using Exchange Traded Funds (ETFs) across both equity and fixed income markets.
GLOBAL THEMATIC
EQUITY FUND
An actively managed global equity fund that invests in a diversified set of longer-term secular and shorter-term cyclical equity themes.
GLOBAL EQUITY
FUND
An actively managed fund which invests exclusively into 100% equities across global equity markets using Exchange Traded Funds (ETFs).
THE ICAV
The Omba Investments ICAV is regulated by the Central Bank of Ireland. The subfunds of the ICAV are available for retail investors to purchase using investment platforms such as AJ Bell or by going directly to the Fund Administrator Prescient.
MODERATE FUND
The Omba Moderate Risk Global Allocation Fund is a globally diverse fund which invests using Exchange Traded Funds (ETFs) across both equity and fixed income markets.
The Fund has flexibility to reduce or increase its equity weighting based on market conditions and applies a valuation-based approach to tactically overweight and underweight countries, sectors or other factors using ETFs. The Fund is a great building block for investors who want diverse, low-cost exposure to different asset classes, countries, sectors and currencies – which is becoming ever more important in an uncertain world.
| Target | US CPI + 3% |
| Instruments | 15-20 unique Exchange Traded Funds (ETFs). Single stock holdings are not allowed. No derivatives. |
| Fee | Investment Management 0.30%, TER (Capped) 0.80% |
THEMATIC FUND
The Omba Global Thematic Fund is an actively managed global equity fund that invests in a diversified set of longer-term secular and shorter-term cyclical equity themes with a focus on important investment themes and megatrends of the future.
The Fund is ‘time diversified’ by combining holding shorter-term tactical ‘satellite’ themes that complement longer-term ‘core’ themes; providing improved diversification and reducing correlation to benchmarks. Themes can be expressed using a combination of equity ETFs and single stocks. Single stock holdings allow for focused theme expression where optimal. Theme selection uses a top-down macro approach which leverages market insights guided by Omba’s experience in managing global multi-asset and global equity portfolios.
| Target | US CPI + 4% |
| Instruments | 5-20 Thematic Exchange Traded Funds (ETFs). Single stock holdings are allowed. No derivatives. |
| Fees | Investment Management 0.50%, TER (Capped) 0.98% |
GLOBAL EQUITY FUND
The Omba Global Equity Fund is an actively managed fund which invests exclusively into 100% equities across global equity markets using Exchange Traded Funds (ETFs).
The strategy typically holds 10-15 unique ETFs from leading and specialist providers and follows a global macro driven approach. Each ETF expresses a geographic, sector, theme or factor view on a longer term strategic or shorter-term tactical basis.
| Target | US CPI + 4% |
| Instruments | 15-20 unique Exchange Traded Funds (ETFs). Single stock holdings are allowed. No derivatives. |
| Fees | Investment Management 0.50%, TER (Capped) 0.98% |
DISCLAIMER