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Established 1976
 
 
 
 
 
 
 
 
 

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Investments

At Seneca Reid we can handle a wide range of investment needs, including:

  • Investment of capital
  • Unit trusts and OEICS
  • ISAs
  • Portfolio and trust management
  • Investment bonds
  • Savings programs
  • School fees planning

Omnis

Omnis Investments has brought together a number of established specialist providers to create a tailored investment solution that is focused on delivering maximum returns to investors for well-defined levels of risk. These partners include IFDS Managers Limited, a wholly owned subsidiary of the IFDS Group, which is the largest fund administrator to the UK fund industry and Mercer, who is a leading global investment consulting firm.

The Omnis approach to investments

The Omnis funds are not tied to any single provider. This means the fund managers are able to explore the whole market, globally, to find funds managed by the most talented fund managers and the best performing asset classes - including ones not normally accessible to retail investors - to invest your money into.

Furthermore, they are able to change their selection at any time so that they can choose from the best performing funds within your risk profile. And in situations where fund managers are performing no better than the market, they are able to move the money into lower cost funds, such as trackers, which reduce their running costs and enhances your return.

Balancing this combination of risk, return and cost needs careful management. Omnis Investments currently has three clearly defined investment portfolio funds that have been designed specifically for investors in three specific risk categories:

  • Cautious
  • Balanced
  • Advanced

Recommended and Self Select

There is also a range of other recommendable funds depending on your attitude to risk plus a wide range of self select funds for the more experienced investor.

Full details of the funds and providers available can be found on the following websites:

Omnis Investments >>>>

Sterling >>>>

Please note that the value of an investment may do down as well as up and you may not get back the full amount invested. When considering what action to take, please contact us for advice.


 

Seneca Reid Ltd is an appointed representative of Openwork Limited which is authorised and regulated by the Financial Services Authority.

The information on this website is for the use of residents of the United Kingdom only. No representations are made as to whether the information is applicable or available in any other country which may have access to it.

Openwork Limited offers insurance and investment advice on products from a limited number of product providers and advice on mortgages representative of the whole market.