Portfolio Reoptimisation & Rebalance
South African Solution (OCtober 2022)
This piece is compiled by Brendan de Jongh, SA Head of Research - PortfolioMetrix.
Markets have experienced a sharp pullback this year resulting in asset allocations across portfolios drifting away from their intended values. We believe that it would be appropriate to rebalance portfolios back to their strategic weights.
Please click here for more information about the forthcoming changes.
Following on from Brendan's note, below we provide information on the upcoming rebalance of our South African portfolios. The rebalance will be initiated and settled over the next two weeks.
Our portfolios are scheduled to be rebalanced on all platforms from the 8th to the 14th of November 2022.
Please note that while the rebalance is being processed:
Withdrawals will not be processed; and
Change mandates can be instructed in WealthExplorer™ but, depending on the timing of the instruction, may only be processed by the platform on completion of the rebalance
The freeze period is usually 3 to 5 business days starting on the trade date but ultimately depends on the platform.
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