03.04.2024
22.04.2024
finpension periodically checks whether your investments have moved away from the selected investment strategy. If the investments deviate too much from the investment strategy , a rebalancing is carried out and the investments are realigned to the strategy weightings.
Rebalancing means that the allocation of your portfolio to the various funds is adjusted by restoring the originally selected strategy weightings of the various investment funds. Rebalancing makes sense to maintain your risk level.
On each trading day, we check whether your portfolio needs to be rebalanced. The trading day is the second banking day of the week. The trading frequency is weekly.
Your portfolio will only be rebalanced if there is a certain deviation between the strategic weight of a fund and the effective weight .
Yes, rebalancing can be deactivated. If you click on the three dots on the portfolio, a context menu will open where you will see the “Rebalancing” item. You can use this to deactivate rebalancing and reactivate it if you wish.