Omnis Agility: Tactical Trade
Read our tactical trade update here
Over the 3rd and 4th of December, we completed a tactical asset allocation trade and full rebalance of the Omnis Agility portfolios.
Summary
- We invested in 3 new ETFs across the Omnis Agility range and rebalanced all portfolios.
- These trades involved decreasing to three ETFs currently in the portfolio and rotating the proceeds into
new attractively valued sectors. - The sectors we have invested in are UK Mid Cap Equities, US Energy Sector, and Latin American Equities.
Omnis Agility combines the Omnis range of funds with carefully selected Exchange Traded Funds (ETFs) that give us access to additional investment opportunities. This week we made some changes to the portfolio to reflect a change in our tactical asset allocation positioning. In this document, we detail the thinking behind these trades.
