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