Portfolio updates

Take a look at our latest asset allocation in the Omnis Managed Portfolio Service. Behind each box you will see the reasoning behind its positioning.

Tactical Asset Allocation Update

In February 2024, we made some tactical asset allocation changes to the Omnis Managed Portfolio Service. Our overall stance has not changed, we remain cautiously positioned with an overweight in bonds and an underweight in equities. This document highlights the changes that were made.

Click here to Download the latest version.