Designed and overseen by Omnis, the Access Fund range incorporates the firm’s existing investment philosophy, strategic asset allocation framework and risk management process. This ensures that the funds are constructed to reflect what is appropriate for Openwork and 2plan clients, rather than relying solely on standard market-capitalisation indices. Unlike most standard passive funds, the Access Fund Range will also be monitored and its asset allocation adjusted over time by Omnis, enabling advisors and their clients to benefit from a higher level of scrutiny and governance.

Available to clients of advisors in Openwork and 2plan, daily investment management will be delegated to Legal & General (L&G). This will ensure that clients benefit from a low-cost and broad market exposure platform, an area that L&G excels at, alongside Omnis’ investment expertise, strategic asset allocation and rigorous oversight.

The new range will sit alongside Omnis’ active fund offering, including Omnis Agility, which provides clients with a suite of actively managed portfolios designed to help achieve specific financial goals. Omnis Agility combines actively managed Omnis funds with carefully selected Exchange Traded Funds (ETFs), giving clients access to diversified investment opportunities.