Why Rebalance?
Rebalancing keeps your investments in line with your objectives.
Before you invest, we’ll agree your needs and objectives with you, and establish your Risk Score. The results of this will determine how your portfolio should be weighted across the main asset classes.
Asset classes perform differently over time. This can result in your portfolio no longer reflecting your attitude to risk, which can prove costly at time of change in the market.
Rebalancing enables you to restore your portfolio to the asset allocation specified by you at outset, in line with your original Risk Score.
As your financial circumstances are constantly changing, it’s desirable to check your Risk Score on an annual basis.
