To maintain the asset allocation ratio according to the Smart Portfolio’s strategy, portfolios are rebalanced periodically. Rebalancing is a means of ensuring that each Portfolio is consistently aligned to its methodology to match the original asset allocation plan and optimised for maximum results. Assets that perform well this year aren’t guaranteed to perform well next year – therefore, this re-alignment is necessary to maintain the portfolio’s overall growth.
However, rebalancing periods differ from portfolio to portfolio. Therefore, we suggest reading the information on each portfolio’s page to understand when, and using which criteria, it is rebalanced.