Rebalance Funds

The objective of the Rebalance Funds calculator is to provide an indication of the amount that needs to be sold or bought to rebalance a client’s portfolio.

Once you input details of existing funds and the investment (percentage) split of the new funds, the Rebalance Funds calculator will show;

  • How much of each existing fund needs to be sold/topped up
  • How much needs to be invested in new funds


There is also the option;

To input Fund Charges to the difference before and after the rebalance exercise.


To input the Capital Gain on current investments to establish the potential capital gain as a result of rebalancing the portfolio.