Portfolio rebalancing

Transferring between investment funds allows you to rebalance your portfolio to maintain your desired asset allocation and risk profile. This can help optimize the performance of your portfolio and ensure that it remains aligned with your investment objectives.

Diversification

Switching between different investment funds allows you to diversify your portfolio by spreading your investments across asset classes, sectors, and geographic regions. Diversification can help reduce risk and increase long-term returns.

Adaptability

Transferring between investment funds allows you to adapt to changing market conditions, economic trends, and investment opportunities. You can adjust your portfolio holdings to capitalise on emerging opportunities or mitigate potential risks.

Cost efficiency

Transferring between funds does not incur any taxation, unlike reimbursing your funds. This is a cost effective strategy used when the goal is to reinvest value. By minimising transaction fees and expenses, you can maximise the overall return on your investments.

Flexibility

Transferring between investment funds provides you with flexibility and control over your investment strategy. You can tailor your portfolio to meet your changing financial needs, investment objectives, and personal preferences.

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