We typically rebalance your portfolio once a month - free of transaction charges - to keep it in line with its original optimal balance.
For example, the most appropriate balance in your portfolio might be 10 per cent cash, 50 per cent equities and 40 per cent bonds. Over time, changes in the value of these assets may alter these proportions. Depending on your objectives and market conditions, we might therefore undertake trades to bring the balance back in line. We might also decide on different allocations which we think more suitable for you for that particular month.