What is the difference between rebalancing and re-optimisation?

Your Flexible Portfolios will be rebalanced by us, but will not be re-optimised when economic conditions change. 

  • Rebalancing a portfolio involves maintaining the target allocation that you set. This is done because market movements affect the price of assets, which in turn affects their proportions within your portfolio.

  • Re-optimisation refers to the changes we make to other portfolios managed by us, in order to keep our clients’ risk profile constant during shifts in economic conditions. When this happens, we may introduce new ETFs or change the weightage of existing ETFs in our clients’ asset allocation.

Read more about rebalancing and re-optimisation.

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StashAway Management (DIFC) Limited is regulated by the DFSA (license number F006312) for the provision of arranging custody, arranging deals in investments, advising on financial products, and managing assets, with a retail endorsement.

StashAway Management (DIFC) Limited (registration number CL 3982) is established in the DIFC pursuant to the DIFC Companies Law. Its registered address is Unit 1301, Level 13, Emirates Financial Towers, P.O. Box 507051, Dubai International Financial Centre, Dubai, United Arab Emirates.

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