GLOSSARY

Rebalancing

IN PLAIN ENGLISH

Trimming what has grown too large and topping up what's small, back toward your targets.

WHERE YOU MEET IT

The Rebalancing Advisor on your dashboard turns gaps from your sector targets into buy and trim amounts.

WATCH OUT FOR

Every trade has costs — dealing charges, spread, sometimes tax — to weigh against the drift it fixes.

EXPLAINED IN

Rebalancing explained without the jargon

Educational content only. It is not personal financial advice.