Why must I have auto-rebalancing on my WealthFocus Super Plan if I am invested in Perpetual’s Geared Australian Fund/Investment Option or Perpetual’s Global Resources Fund/Investment Option?
A. No more than 50 per cent of any investment into the Super Plan can be allocated to each of Perpetual’s Geared Australian and Perpetual Global Resources Investment Options. Therefore to ensure your portfolio does not exceed that 50% cap, you must have the auto-rebalancing facility enabled on your account.
Related Questions
- In the context of a plan’s investment in a "look-through" investment fund is Schedule C reporting required for fees received by persons at the lower tier funds?
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