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How often do you rebalance the portfolios?

How frequent do we change the holdings or asset allocations inside a portfolio?

Tom Wilson avatar
Written by Tom Wilson
Updated over a week ago

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Rebalancing within your InvestSMART PMA is an automatic process whereby model portfolios are compared against the investors’ accounts. The portfolios are monitored on a daily basis, reviewed monthly and reviewed by the Investment Committee formally every quarter.

We aim to keep transactions to a minimum and allow the asset classes to provide the return rather then chopping and changing out of investments.

Your Account will only be rebalanced in the following circumstances:

  • The Portfolio Manager decides to rebalance or switch out a holding;

  • You add cash or remove cash from your account;

  • You switch Model Portfolios or make other alterations to your Account; or

  • Where your cash percentage has moved away from the model portfolio percentage due to dividends received or fees paid.

Investors can see the transactions via the Transactions section when logged in.

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