No. Flexible Portfolios will not be re-optimised by StashAway, so we’ll maintain your asset classes and allocations in the proportions you set them even if there are changes in economic conditions. However, the underlying individual ETFs within each asset class may be subject to being replaced by more cost-efficient or preferable funds in the market.
Articles in this section
- What are Flexible Portfolios?
- What are the Flexible Portfolio templates?
- What is a Risk-focused template and what does it comprise of?
- What is Passive Income template and what does it comprise of?
- What is World Index Tracking template and what does it comprise of?
- Will my templates be rebalanced?
- Will my templates get reoptimised?
- Can I have multiple template portfolios?
- What are the fees for Flexible Portfolio templates?
- How does StashAway manage my Flexible Portfolio?
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