More ways to manage your Custom Portfolio

We've made some updates to Custom Portfolios to give you more control on how your portfolio is invested and managed.

What’s New

Choose how investments are made in your portfolio

You can now choose between:

• Investing to underweights:
  We prioritise investing in holdings that are below their target allocation to help bring your portfolio back into balance.
  


• Investing by allocation:
  We invest according to the target allocation you've set regardless of the current weighting of your portfolio.

Choose how allocation changes are handled in your portfolio:
If and when you make an allocation change to an existing Custom portfolio with investments, you can choose how you’d like us to align to these changes:

• Rebalance your portfolio:
  We sell and buy your holdings as needed to bring your portfolio to its new allocation.
  


• No rebalance:
  We won’t buy or sell your existing holdings and allow future investments to gradually align to your portfolio new allocation. This option may help minimise CGT.
  

• Sell investments with no allocation:
  Where you have reduced a holding to 0% allocation, we will sell only those holdings and use those funds to invest towards your new allocation. Future investments will align to your new portfolio allocation.

Did you know?

Ongoing portfolio management fees such as the Portfolio fees for Managed and Custom Portfolios may be tax deductible.

This information is general only and is not tax advice. Please consider consulting a registered tax agent or financial adviser for advice specific to your circumstances.