Old Mutual Global Investors boosts Cirilium portfolio ranges


Old Mutual Global Investors (OMGI), part of Old Mutual Wealth, has bolstered its multi-asset accumulation offering by adding two new portfolios to its Cirilium ranges: the Old Mutual Cirilium Adventurous Portfolio, an actively managed portfolio, and the Old Mutual Cirilium Adventurous Passive Portfolio.

The portfolios, which form part of the Cirilium active and passive ranges, have been launched based on investor demand for multi-asset solutions situated at the higher-end of the risk appetite scale and have been developed following consultation with clients and financial advisers.

The new Adventurous portfolios complete the Cirilium ranges, which now consist of 10 risk-targeted portfolios: five active, five passive. The top-performing¹ portfolios are tailored to different risk/reward profiles and are managed by Paul Craig and assistant portfolio manager Rasmus Soegaard, who are supported by the considerable experience, skills and resources of OMGI’s wider multi-asset team.

The Cirilium active range is suitable for investors seeking the comfort that investment decisions are being made on their behalf and looking for the potential to generate a meaningful level of alpha.  They access an extensive investment universe, including alternative asset classes, delivered mainly via fund structures. All positions are monitored on a continuous basis by the portfolio managers.

The Cirilium passive portfolios are designed for clients seeking a cost-effective solution. The range consists of diversified, risk-targeted multi-asset portfolios invested in vehicles designed to match market indices. It is rebalanced on a quarterly basis, according to an asset allocation set by the portfolio management team who monitor its appropriateness in terms of risk/return.

Paul Craig, Cirilium portfolios manager, OMGI adds:

“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.”

¹ As at 30 April 2017, the Old Mutual Cirilium Conservative, Balanced, Moderate and Dynamic Portfolios are first quartile over one, three and five years. Source: Morningstar.