How often will you adjust my portfolio?

To deal with deposits and withdrawals, your portfolio is adjusted as soon as possible, although this also depends on external factors, such as stock market holidays.

Otherwise, the most efficient method is to readapt your portfolio to the asset mix as soon as its current composition differs from this mix by a specified amount. Fixed intervals (e.g., monthly or quarterly adjustments), by contrast, tend to entail higher costs. For this reason, we continuously monitor your portfolio and adapt it to the requested asset mix whenever necessary. We cannot provide any advance information about the timings, as they are influenced by the performance of the individual asset classes.

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