How do I rebalance my Starter portfolio when it changes?
Answer
Once you buy an AJ Bell Starter portfolio, you are responsible for managing it. Though each portfolio is designed to be held over the long term (five years or more), we recommend that you review your portfolio from time to time.
You may wish to rebalance your portfolio if market movements have changed it significantly. To help you do this, you can visit the Starter portfolios webpage and look at the latest balance across our portfolios.
How do I know if the Starter portfolios have changed?
We review the choice of funds in each AJ Bell Starter portfolio regularly. This includes making any changes or updates we think are necessary. If we decide to remove a fund from the Favourite funds list or make changes to the Starter portfolios, we’ll update the webpage with the details.