Automatic rebalancing
You and your adviser can request us to regularly rebalance the managed investments in your account according to benchmarks you have established. This means that regardless of each investment's performance, your account will generally be in line with the investment strategy you have agreed with your adviser.
You can choose to rebalance your managed investments within your account either:
- quarterly
- half-yearly or
- annually.
Automatic rebalancing will occur on, or around, the 24th of the month (this date may change without prior notice to you). After your first automatic rebalancing transaction, you can instruct your adviser to rebalance your account on demand.
Part A of the Avenue Retirement Service PDS