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What dates do auto-rebalancing run?

April 26, 2017auto-rebalancing dates run

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What dates do auto-rebalancing run?

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A. The dates auto-rebalancing are run for WealthFocus Investment Advantage, WealthFocus Investment Funds and WealthFocus Super Plan is as follows: • quarterly (default frequency) – on the 24th of January, April, July and October • half-yearly – on the 24th of January and July or • yearly – on the 24th of July. If any of these days aren’t business days, the next business day will apply.