Connecting: 3.144.17.112
Forwarded: 3.144.17.112, 172.71.28.204:11048
How to rebalance your investment portfolio: Trustnet Magazine is out now! | Trustnet Skip to the content

How to rebalance your investment portfolio: Trustnet Magazine is out now!

21 January 2016

The first edition of the year explains why you should regularly review your portfolio and considers the options for investors who never get around to doing this.

The cover story from the latest edition of Trustnet Magazine, out today, explains how to review and rebalance your investment portfolio – and why it is so important that you do this once a year.

If you read this article, learn a few lessons and promise you won’t forget to put them into practice, before doing exactly that, realise you are not alone: close to one-quarter of respondents to a recent FE Trustnet poll said they get around to rebalancing their portfolio less than once every two years. In this article on page 2, a selection of industry experts say that if you find yourself in this group, you should probably bite the bullet and consider paying the extra level of charges for a multi-manager fund. We thought that would get your attention…

Still on the theme of portfolio rebalancing, Sam Shaw explains why you should think about adding an investment trust to the mix if you are putting money away for the long term, while Adam Lewis shines a light on the AIC’s new Flexible Investment sector.

In the regular fund manager columns, Mark Martin reveals a stock he is backing in each of the three silos in his Neptune UK Mid Cap fund, while Apollo’s Ryan Hughes explains why he is using the Montanaro Equity Income fund to reflect his growing optimism on the UK economy.

Finally, John Blowers runs the rule over how Trustnet Direct’s new retirement centre can help you to plan each of the three main stages of saving for your pension.

As always, Trustnet Magazine is absolutely free. You do not even have to enter any details – simply click and begin reading.

 

ALT_TAG

Funds

Managers

Mark Martin

Editor's Picks

Loading...

Videos from BNY Mellon Investment Management

Loading...

Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.