Optimise your investment strategy and create value for your clients with Dynamic Asset Allocation
You can now implement Dynamic Asset Allocation, a new investment methodology available via HUB24’s Automatic and Ad-hoc investment plans, which considers the actual weights within your clients’ portfolios against target weights.
Dynamic Asset Allocation helps reduce frequent portfolio re-balancing caused by market movements and reinvestment strategies by proportionally allocating new funds against the underweight assets in an investment strategy. This can align your clients’ portfolios with their target weights and potentially reduce associated costs and tax events during periodic rebalancing.
How to access Dynamic Asset Allocation
Dynamic Asset Allocation is an alternative investment methodology that can be selected as part of the Automatic Investment and Ad-hoc Investment Plans available on HUB24. It is accessible via the Investment Options screen on any account and can be applied any time.
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Disclaimer: The information on this website is produced by and on behalf of HUB24 Limited (ABN 87 124 891 685) and its subsidiaries (HUB24 Group). HUB24 Custodial Services Ltd (ABN 94 073 633 664, AFSL 239 122) is the operator of HUB24 Invest (an investor directed portfolio service), promoter and administrator of HUB24 Super which is a regulated superannuation fund. The trustee and issuer of interests in HUB24 Super is HTFS Nominees Pty Limited (ABN 78 000 880 553, AFSL 232 500, RSE Licence No. L0003216).
The information on this website is general in nature only and does not take into account any person’s objectives, financial situations or needs. Accordingly, before acting on any information on this website, the viewer should consider the appropriateness of the information having regard to their objectives, financial situation and needs, read the HUB24 Financial Services Guide and the relevant disclosure documents, and seek independent professional advice before making any decision to acquire or hold a financial product. HUB24 Limited and its subsidiaries disclaim all liability for any loss suffered by any person arising from their reliance on, or otherwise use of this information.