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The Osmium fund is based on the management approach of multi-award winning fund manager, Martin Gray of Miton Asset Management, and is rated #1 in 2009 Thomson Reuters Lipper best balanced manager.
The Osmium Portfolio, is a balanced managed fund aiming to provide long-term growth through secure and sustainable returns, whilst limiting volatility and risk.
Research shows that 90% of all investment returns result principally from selecting the correct balance of asset classes, rather than picking individual stocks.
The reasons for operating the fund as a regulated-fund out of Guernsey, is the stable and stringent regulatory environment, which provides the highest level of security for investors. Underlining this security is the fact that all of the portfolio’s assets are held securely by a third-party custodian at all times.
The portfolio achieves its objectives by investing in cash, global equities (developed and emerging markets), bonds (sovereign and corporate), foreign currencies, property, alternative strategies and commodities.
The top 5 holdings for this fund include: