We will rebalance your portfolio whenever:
- You change your investment risk profile, which can have a significant impact on your investment goals
- Funds are added or withdrawn, we rebalance your portfolio to reflect this change
- There is a major change in market volatility
Please note, we place trades on a Monday and a Thursday of each week so there may be a few days between you transferring in new funds or asking to withdraw funds and the purchases and sales being made.