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results-driven asset management.

The only product you need for long term risk managed growth of your assets

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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 and sectors 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.

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  • 57.3%BONDS
  • 42.7%EQUITY
  • BONDS BREAKDOWN
  • 1.5% Emerging Market Fixed Income
  • 3.4% Cash and Cash Equivalents
  • 6.3% High Yield Fixed Income
  • 46.1% Investment Grade Fixed Income
  • EQUITY BREAKDOWN
  • Emerging Market Equity 5.5%
  • Developed Americas Equity 11.2%
  • Developed Asia Pacific Equity 11.9%
  • Developed Europe, Middle East and Africa Equity 14.17%

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Title
2020 June Factsheet
Factsheets 4th July 2020 View
2020 May Factsheet
Factsheets 4th June 2020 View
2020 April Factsheet
Factsheets 7th May 2020 View
2020 Q1 MDD
Minimum Disclosure Documents 7th April 2020 View
2020 March Factsheet
Factsheets 6th April 2020 View
2020 February Factsheet
Factsheets 6th March 2020 View
2020 January Factsheet
Factsheets 5th February 2020 View
2019 Q4 MDD
Minimum Disclosure Documents 13th January 2020 View
2019 December Factsheet
Factsheets 8th January 2020 View
2019 November Factsheet
Factsheets 11th December 2019 View
2019 October Factsheet
Factsheets 12th November 2019 View
2019 Q3 MDD
Minimum Disclosure Documents 1st October 2019 View
2019 September Factsheet
Factsheets 1st October 2019 View
2019 August Factsheet
Factsheets 1st September 2019 View
2019 August MDD
Minimum Disclosure Documents 1st September 2019 View
2019 July Factsheet
Factsheets 1st August 2019 View
    Fund
    OMBA MODERATE RISK GLOBAL ALLOCATION FUND B USD Distributing IE00BJLPGT70 View
    OMBA MODERATE RISK GLOBAL ALLOCATION FUND B GBP Distributing IE00BJLPGW00 View
    OMBA MODERATE RISK GLOBAL ALLOCATION FUND B EUR Distributing IE00BJLPGV92 View
    OMBA MODERATE RISK GLOBAL ALLOCATION FUND A USD Accumulating IE00BJLPGQ40 View
    OMBA MODERATE RISK GLOBAL ALLOCATION FUND A GBP Accumulating IE00BJLPGS63 View
    OMBA MODERATE RISK GLOBAL ALLOCATION FUND A EUR Accumulating IE00BJLPGR56 View
      Title
      Omba Moderate Risk Allocation Fund Brochure
      Fund Documents 25th November 2019 View
      Fund Supplement
      Fund Documents 13th November 2019 View
      Fund Prospectus
      Fund Documents 13th November 2019 View
      Application Form
      Fund Documents 17th October 2019 View
        • This website is intended for investors accessing it from within the United Kingdom and South Africa – if you are accessing the website outside these areas your local legislation may not permit us to offer products for you in your own country. If you choose to access the website from another jurisdiction you do so at your own risk and Omba will not be liable for any breach of local law or regulation that you commit as a result of doing so.
        • The information available on this website is issued by Omba Advisory & Investments Ltd (“Omba”), Omba is authorised and regulated by the Financial Conduct Authority (“FCA”) ref number 775647. This information is a “financial promotion” within the scope of the rules of the FCA.
        • Omba Advisory & Investments Limited is an authorised financial services provider (FSP No. 49101) in terms of the Financial Advisory and Intermediary Services Act, No.37 of 2002 (Republic of South Africa) and is subject to all FAIS regulations, including the General Code of Conduct.
        • The site does not constitute investment advice based on your personal circumstances and if you are unsure whether the products are suitable for you please seek professional financial advice.
        • Past performance is not a reliable indicator of future results. The value of investments, and the income from them, may fall or rise and investors may get back less than they invested.
        • For further information on the fund’s investment policy and specific fund risk information, please refer to the Key Investor Information Document (KIID). The prospectus is also available on this site.

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