With the rebalancing, we restore the original composition of your portfolio. The reason for changes are constant price fluctuations on the stock exchange, which can, for example, lead to some share prices rising faster than others. This would shift your portfolio in favor of certain stocks. However, in order to do justice to your set risk appetite, your portfolio will be returned to the original percentage distribution. This means that your investment is well diversified and moves with the market over the long term.
Situations in which we trigger a rebalancing:
- In the case of major changes in the weighting of industries, countries and companies within your stocks. For example, we would rebalance your portfolio if a single company accounts for more than 7% of your portfolio.
- As a matter of routine, your portfolio is rebalanced at least once a year.
Furthermore, we actively monitor every company in your portfolio so that they always comply with your impact topics and our strict financial criteria.