This site uses cookies. Some of the cookies are essential for parts of the site to operate and have already been set. You may delete and block all cookies from this site, but if you do, parts of the site may not work. To find out more about cookies used on Trustnet and how you can manage them, see our Privacy and Cookie Policy.

By clicking "I Agree" below, you acknowledge that you accept our Privacy Policy and Terms of Use.

For more information Click here



It's look like you're leaving us

What would you like us to do with the funds you've selected

Show me all my options Forget them Save them
Customise this table
You are here: Manager factsheet

Matthew Rees

Omnis Investments Ltd
pdfIcon Manager factsheet pdf    rss feed RSS Feed
Manager profile
Matthew Rees joined the company in 2008 and is currently a portfolio manager within the Global Asset Allocation team with responsibility for Columbia Threadneedle’s range of Managed Funds.Prior to this, Matthew worked in Columbia Threadneedle’s Fixed Income team as portfolio manager for a range of Government Bond portfolios, with a particular focus on UK gilt funds. He was previously a quantitative analyst in the Fixed Income Risk team. Matthew gained a First Class Master of Mathematics degree from Corpus Christi College, University of Oxford in 2007 and also holds the Chartered Financial Analyst designation.
Total return for Matthew Rees
Discrete calendar year performance : Matthew Rees

Manager career performance
Discrete performance
  0-12m 12-24m 24-36m 36-48m 48-60m 60-72m 72-84m 84-96m 96-108m 108-120m
Matthew Rees 3.5 -4.6 1.8 7.9 - - - - - -
Peer Group Composite 4.2 -3.1 4.7 5.0 - - - - - -
Over / Under -0.7 -1.5 -2.9 2.9 - - - - - -
Performance vs peer group composite: Matthew Rees
How a manager matches up against their peers gives you some idea of how talented they are. Very few managers perform equally well in rising and falling markets, so knowing which type of market a manager is capable of performing well within is also important.
Overall markets
Outperformed peer group composite
1 year
out of a possible 4
Overall markets
Underperformed peer group composite
3 years
out of a possible 4
Rising markets
Outperformed peer group composite
1 year
out of a possible 3
Falling markets
Outperformed peer group composite
0 years
out of a possible 1
Funds currently managed
Fund Sole/Co-managed Sector Periods
Omnis Managed Adventurous Co-managed UT Mixed Investment 40-85% Shares since Sep 01 2019 to present
Omnis Managed Balanced Co-managed UT Mixed Investment 40-85% Shares since Sep 01 2019 to present
Omnis Managed Cautious Co-managed UT Mixed Investment 0-35% Shares since Sep 01 2019 to present
Funds managed previously
Fund Periods
CT UK Index Linked since Sep 30 2014 to Jul 30 2015
Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.

You are currently using an old browser which will not be supported by Trustnet after 31/07/2016. To ensure you benefit from all features on the site, please update your browser.   Close