The 100% REITs portfolio is rebalanced with the iEdge S-REIT Leaders Index twice a year in March and September.
The REITs component of the REITs with Risk Management portfolio follows the rebalancing schedule of the iEdge S-REIT Leaders Index as well. Additionally, the REITs with Risk Management portfolio will be rebalanced as needed based on market circumstances to minimize fluctuations in your portfolio value. This delivers better risk-adjusted returns and greater peace of mind for customers.