What is rebalancing of my IG Smart Portfolio and how does it work?
Rebalancing is the process of adjusting the weightings of the assets held in our portfolios by buying or selling positions. This is automatically done periodically — or in response to market conditions — to ensure our portfolios maintain the right asset allocations for their designated risk strategy and investment objectives.
Why do you rebalance my IG Smart Portfolio?
We regularly rebalance your portfolio to ensure it has the best possible asset allocation for your risk profile. This helps to keep your portfolio performing in line with your investment objectives, and repositions your investments to take advantage of the latest market opportunities.
Do you rebalance my IG Smart Portfolio automatically?
Yes. We do all portfolio rebalances and dividend reinvestments automatically on your behalf at no additional cost.
Who rebalances my IG Smart Portfolio?
We’re responsible for rebalancing your portfolio, but our decisions are based on the asset allocation models devised by BlackRock. When BlackRock makes any changes to its models, we’ll review the data and update the asset allocations in our portfolios as we see fit.
How do I know if my portfolio has been rebalanced?
Once your portfolio has been rebalanced, we’ll notify you via email. You can view all the transactions under the ‘history’ section in My IG as follows:
Or on the Smart Portfolio web platform under the ‘portfolio breakdown’ section:
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