Rebalancing adjusts the asset composition of your portfolio and involves buying and selling assets to maintain the desired asset allocation according to the portfolio’s investment strategy.
The following Syfe Wealth portfolios are managed on a fully discretionary basis and the rebalancing details are as follows:
Syfe rebalances your REIT+ portfolio in line with the iEdge S-REIT Leaders index twice a year in March and September.
The REITs with Risk Management portfolio will be additionally rebalanced as needed based on market volatility. When volatility increases, your portfolio is adjusted to take on less risk by holding a lower amount of REITs and a higher amount of bonds. The portfolio has a minimum target allocation of 50% REITs i.e. your REITs allocation will not fall below 50%. There is no maximum REITs allocation, i.e. your REITs allocation may even form 100% of your portfolio if market conditions are extremely favourable.
Syfe rebalances your Syfe Core portfolios twice a year in April and October to achieve the most efficient portfolio allocation.
Syfe rebalances your Syfe Select Theme portfolios twice a year to achieve the most efficient portfolio allocation.
Syfe Cash+ is periodically reviewed to achieve an optimal allocation.