There are two rebalancing options.

  • Automatic Annual Rebalancing

This process takes place 2 weeks prior to your plan anniversary. Some shares will be sold and some will be bought in order to bring your portfolio back to an equal balance between the 20 shares. There will be no need for you to do anything, this will happen automatically unless you opt out.

  • Elective Rebalancing

We also allow you to make the decision to rebalance at any time you like during the plan year. When you set your plan up, the default option is for automatic annual rebalancing.