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Managed portfolios

Actively managed portfolios are a financial service intended for clients who prefer to have their funds managed by experts. Investment portfolios are composed of various financial instruments that will take into account the client's investment profile and risk aversion.

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Equity US

Basic characteristics of the portfolio

The actively managed Equity US portfolio allows clients to invest in TOP equity titles traded on the American stock exchange.

Portfolio objective and strategy

The goal of the portfolio is to regularly beat the benchmark (the so-called positive "Alpha"). Portfolio management is implemented on the basis of Markowitz's theory of efficient portfolios. The mentioned concept tries to implement the so-called of the product of diversification, that is, to minimize the risk of the portfolio while relatively preserving its yield. The portfolio invests in selected and

a limited number of company shares, selected on the basis of fundamental analysis. The selection of companies is subject to an initial pre-selection of individual industrial sectors, which are selected on the basis of their potential to exceed the average growth of the US GDP in terms of total growth. Within the sector, key companies are subsequently selected, which should participate in the growth of the selected sectors to the greatest extent. The portfolio is composed exclusively of shares listed on the American stock exchanges NYSE and NASDAQ. The source of portfolio value consists of: capital income, dividend income and income from the movement of currency pairs.

Equity US brochure.pdf

INDIA

Basic characteristics of the portfolio

The actively managed INDIA portfolio focuses on the enrichment of the Indian population, or for the growth of those sectors that will benefit the most from this trend. Goal and strategy of the portfolio The goal of the portfolio is to regularly beat the benchmark (the so-called positive "Alpha"). INDIA's actively managed dynamic portfolio allows clients to invest in equity securities traded on the Indian stock exchange through ETFs, GDRs and ADRs, which can be invested in regulated markets in the US, Eurozone and UK.

Portfolio management is implemented on the basis of Markowitz's theory of efficient portfolios. The mentioned concept tries to implement the so-called of the product of diversification, that is, to minimize the risk of the portfolio while relatively preserving its yield. The portfolio invests in a selected and limited number of assets selected on the basis of fundamental analysis. The source of portfolio value consists of: capital income, dividend income and income from the movement of currency pairs.

Brožúra pre portfólio INDIA

Safe Harbor

Basic characteristics of the portfolio

The portfolio invests exclusively in long-term bonds issued by the US government. The portfolio is composed exclusively of assets whose total market capitalization is over 500 million. EUR and which are traded exclusively on markets with effective liquidity. The sources of portfolio value are: coupon yield, yield from the movement of bond prices and yield from the movement of the EUR/USD currency pair.

Portfolio objective and strategy

The portfolio strategy is aimed at achieving income from the movement of the prices of government bonds issued by the US government with maturities from 20 to 50 years, whose credit quality is always investment grade. The price of the mentioned bonds fell by about 50% as of 1/11/2023 due to the highest inflation in the USA in the last 40 years. U.S. interest rates have reached levels that result in a significant discount to historic, low-yielding, long-term U.S. government bonds. However, inflation in the USA is gradually reaching the FED's target, which implies the possibility of a significant increase in their prices.

Safe Harbor brochure.pdf

Defense

Basic characteristics of the portfolio

Defense's actively managed dynamic portfolio allows clients to invest in selected assets from defense and military industry sector.

Portfolio objective and strategy

The goal of the portfolio is to regularly beat the benchmark (the so-called positive "Alpha"). The portfolio allows clients to participate in changing the value of globally operating defense and military companies sector in a safe and efficient way through the managed portfolio service.

All companies included in the portfolio will be exclusively publicly traded companies from Western countries, or from countries that are in alliance with the USA.

Defense brochure.pdf

Chip AI

Basic characteristics of the portfolio

​ Chip AI's actively managed dynamic portfolio enables clients to invest in selected assets from the semiconductor design, manufacturing and sales sectors. The sector is generally considered extremely promising due to the wide-ranging use of chips in the digital economy of the future, which will be built on computing-intensive technologies due to the massive deployment of Artificial intelligence (“AI”).

Portfolio objective and strategy

Portfolio management is implemented on the basis of Markowitz's theory of efficient portfolios. The mentioned concept tries to implement the so-called of the product of diversification, that is, to minimize the risk of the portfolio while relatively preserving its yield. The Chip AI portfolio invests in the shares of companies from the semiconductor sector in a safe and efficient way through a managed portfolio service. All shares included in the portfolio consist exclusively of publicly traded companies traded on liquid international capital markets. Sources of portfolio value consist of: capital income, dividend income and income from the movement of currency pairs.

Chip AI brochure.pdf

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I'm starting to invest

Investing in financial markets is a complex activity. The more complex the strategy you choose, the more time is required devote yourself to your portfolio.

But not all investors have the time and resources to create own sophisticated portfolios, which in the end they don't have to bring the expected return. It is for this reason that it is important to choose the right partner and also the right financial instrument.

For beginning investors, it is advisable to focus on more conservative forms investments, for example in debt securities, managed portfolios or mutual funds.

You don't have to worry about daily developments on the financial market and spend time by trading shares or financial derivatives. Our experts will invest for you.

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Investing for the advanced

In Omnium Capital, o.c.p., a.s. we offer investors a wide portfolio of financial instruments with different risk profiles. We will enable you to trade not only debt securities, but also equity securities and create portfolios according to your wishes.

Traders and investors have to face several challenges in today's financial market, which our company will help them overcome, primarily with the help of low fees and comprehensive services that will give them the necessary advantage to achieve a return.

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Investing for professionals

Omnium Capital, o.c.p., a.s. is a reliable and responsible partner for investors who have different needs, focus and goals. Our company therefore offers a wide range of services for clients.

For stock traders, we offer trading on several stock exchanges, which will allow you to create diversified portfolios according to your requirements.

Omnium Capital, o.c.p., a.s. offers clients the opportunity to invest in alternative funds that are popular not only abroad.

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Investing in securities - shares, bonds or mutual funds is associated with risk. The value of investments in securities may rise, fall or stagnate depending on the situation in the financial markets and the return of the originally invested amount is not guaranteed. Past returns are not a guarantee of future returns.