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 to input details of existing funds and 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

Saving Instructions

On A PC

On A MAC

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