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Managed Portfolios

Risk Rated Portfolios

We have seven risk-rated actively managed portfolios

They cover a wide variety of investment objectives and risk profiles, ranging from the aim of capital preservation to maximising your investment returns.

It is important to emphasise that where there is greater potential return, typically there is greater risk. To have the most likely opportunity to achieve your investment objective you should have at least a 5-year time horizon to realise those goals.

Socially Responsible Investing

The World Change Portfolio contain companies that are driving a significant change in our world. This portfolio is focused on some of the most pressing topics that face us today – Climate Action, Sustainable Sustenance, Health & Well-being, and Efficient Systems.
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The Thinking Forward Portfolio contains companies that are changing their business model to improve their Environmental impact, Social impact and standards and improve their Corporate Governance. These companies may be established firms that have demonstrated a strong commitment to
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The Improving Tomorrow Together Portfolio will look at the most pressing topics that drive positive change in our world. This portfolio will offer exposure by investing in funds which have investment objectives that are aligned with out key ESG principles or are driven by specific future trends.
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O-IM offers three types of ESG portfolios

  • Our three portfolios address impact investing and ESG goals.
  • They are managed using the same thorough approach to research, asset selection and portfolio construction that differentiates O-IM from other discretionary fund managers.
  • Our research team goes beyond simple screening and mitigates the risk of greenwashing to meet each client’s specific SRI objectives.

AIM Portfolio

The O-IM AIM (Alternative Investment Market) Portfolio Service invests in long-term growth opportunities via a portfolio of approximately 20 carefully selected AIM-listed equities. Each company has been thoroughly researched by O-IM’s team, approved by its Investment Committee, and presents a compelling investment case.

O-IM’s AIM portfolio aims to balance the risk associated with AIM by including more robust and value-based companies.

AIM investment is highly tax efficient. AIM shares that have been held for two years and qualify for business relief avoid 40% inheritance tax if held at time of death.

O-IM’s private clients have direct access to the O-IM AIM portfolio.

Financial advisers can offer it (and the rest of O-IM’s portfolios) to their own clients via the M&G Wealth or Transact platforms.

The Benefits of an AIM portfolio
*DEPENDENT ON INDIVIDUAL CIRCUMSTANCES

Click on one of the benefits below to find out more

2 years v 7 years
Simplicity and Control
The Investment Opportunity
ISA Eligibility
No Stamp Duty
No restrictions on portfolio size
2 years v 7 years
Simplicity and Control
The Investment Opportunity
ISA Eligibility
No Stamp Duty
No restrictions on portfolio size

Bespoke Portfolio

O-IM is here to offer you our advice and expertise in managing your portfolio to achieve your investment goals.

We also pride ourselves on actively listening to our clients and we are able to deliver bespoke solutions unlike other providers. If you have a specific objective or requirement, please get in touch to discuss.

Your capital is at risk, and you may not get back the amount originally invested. Investors should remember that past performance is not a guarantee of future results. Please see the O-IM Glossary for any definitions.