Boost your S&S ISA with up to £1,000 cashback - don't miss out! T&Cs apply.

Learn more
Moneyfarm Logo
ISA

Stocks and Shares ISA

Cash ISA

Junior ISA

Transfer your ISA

Retirement

Pension

Consolidate your pension

Find, Check and Transfer

Pension Calculator

Pension Drawdown

GIA
DIY Investments

Share Investing

Invest in ETF

Invest in Stocks

Invest in Bonds

Invest in Mutual Funds

Transfer

Why Moneyfarm

About us

Costs

Sustainability

Help

Magazine

hamburger-menu-icon
Get startedSign in

Rebalancing

Back to index

In investment, rebalancing is the process of analysing a portfolio of assets and realigning it to the investor’s initial desired level of asset allocation.

A

Advisory service
Asset Allocation
Asset Manager

C

Cash ISA
Central Bank
Commodities – What They Are and How Commodity Trading Works
Corporate Bonds

D

Debt
Discretionary
Dividend

E

Equity
Exchange traded fund

F

FCA
Financial Adviser
Financial Assets
Financial Instrument
Financial Planning
Fixed Allocation
FSCS

G

Government Bonds

H

Hedge funds

I

Independent Financial Advisor
Inflation
Investment Portfolio: What It Is, And How to Build And Manage One
Investor profile
ISA

J

Junior ISA

L

Liquidity

M

MiFID
Mutual fund

P

Pension
Portfolio
Price/Earnings Ratio
Purchase Managers Index

R

Rebalancing
Retirement Planning
Return
Risk

S

SIPP

T

Total expense ratio

U

US person

V

Value at risk
Volatility

W

Wealth Manager