Omnis Agility: Trading Update
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. In this document, we detail the rationale behind these trades.
Summary
- We switched a number of ETFs in the portfolio to benefit from cost efficiency and decreased investment
cash drag. - Combined US Equity ETF exposure into one single instrument, SPDR S&P 500 ETF.
- Switched Japanese Equity and Short Dated Bond ETF exposure into more cost effective versions.
