Rebalancing:
When a particular asset reaps significant gains relative to other assets in the portfolio, its market value weight increases above the target allocation.
Without rebalancing, the portfolio is increasingly concentrated in the outperforming asset class, hence raising risks.
Our algorithm checks customers’ portfolios daily and performs rebalancing when allocations deviate from targets by more than our "optimised" bands. This can happen weekly, monthly or quarterly, depending on the markets' volatility and performance.
Re-optimisation:
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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