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Update: Q4 2025 Rebalance for Auto Invest Portfolios

Update: Q4 2025 Rebalance for Auto Invest Portfolios

As the economy shifts, we want to make sure your investments are in the right place.That is why we are updating the asset allocation advice for our Auto Invest model portfolios. These adjustments are designed to better navigate current market dynamics by enhancing adaptability, diversification, and risk control. The overall strategic balance between stocks, bonds, and commodities remains largely unchanged for this time. 

What Happens Next No action is required on your part, the portfolio adjustments will be automatically applied after 2 December 2025.


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