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Rebalancing involves buying and selling assets over time to keep your portfolio aligned with your objectives.

Robo-Advisor is designed to optimally rebalance, so you can’t manually rebalance your portfolio.

Rebalancing too frequently can have unintended tax implications by recognising capital gains or losses, and may generate bid-ask spread costs that impact the portfolio’s value. Rebalancing too infrequently can move you outside your risk tolerance.

We check if your portfolio should be rebalanced on a monthly basis, based on how far it’s deviated from its target allocation.

When you deposit into or withdraw from the portfolio, Robo-Advisor will try and bring ‌your portfolio closer to its target allocation. You won't be charged any additional fees for rebalancing.

Rebalancing too often in a non-tax advantaged account can result in excessive capital gains/losses being realised, and can potentially have tax implications.