Auto-rebalancing facility
Despite sounding like something your mechanic might do for you, this facility ensures that your investment profile is automatically maintained on either a quarterly, half-yearly or annual basis.
This means you don’t need to constantly monitor your investments or send your adviser manual investment instructions.
How auto-rebalancing works
Over time, the investments in your account will change in value at different rates until they no longer represent the investment profile that you originally established with your financial adviser. Since your original investment profile was carefully constructed to meet your financial goals, it’s important to rebalance your portfolio back to its original agreed proportions. The Elements unique auto-rebalancing facility ensures that your investment profile is automatically maintained on a quarterly, half-yearly or annual basis, so that you don’t need to constantly monitor your investments or send in investment instructions.