Rebalancing adjusts the asset composition of your portfolio. This involves buying and selling assets to maintain the desired asset allocation according to the portfolio’s investment strategy.
Syfe rebalances your Global ARI Portfolio as necessary to keep your portfolio risk aligned with your target risk level. In periods of market volatility, your portfolio is adjusted to take on less risk by holding a lower amount of stocks and a higher amount of bonds.
Syfe rebalances your 100% REITs portfolio in line with the iEdge S-REIT Leaders index twice a year in April and October.
The REITs with Risk Management portfolio will be 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 Equity100 portfolio when:
- There is a style-drift that happens over time as some assets outperform others resulting in a not-so-efficient portfolio, or
- The Smart Beta factors that drive the portfolio's performance to reach the end of their respective cycles. The rebalancing cycle is relatively long and we do not expect to rebalance Equity100 more than twice a year.