As our valued investor, we hope you find this insight on how we manage your money useful
We spend a lot of time and effort on the tactical asset allocation to ensure we can continue to deliver value to you as our valued investor and we hope this report has given you an insight into how your investments are managed.
We will provide monthly updates on the portfolios, which will be available to you through your financial adviser or on our website. Your adviser will also be able to provide you with more information on how your investments are performing and any changes that we make to the portfolios.
The Omnis MPS is available exclusively through financial advisers from the award-winning Openwork Partnership, one of the UK’s largest financial advice businesses, which also includes Omnis Investments and Openwork Wealth Services.
If you would like to find out more, a guide to how the portfolios work is available from your financial adviser or from the Omnis website.
