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RebalancingType

Types of re-balancing of the funds that the customer can choose from for their investment. Re-balancing is the process of adjusting the proportions of the funds in the portfolio to the original fund allocation.

Over time, asset allocations can change as market performance alters the values of the assets. Rebalancing involves periodically buying or selling the assets in a portfolio to regain and maintain that original, desired level of asset allocation. Take a portfolio with an original target asset allocation of 50% FUND1 and 50% FUND2. If the stocks' prices rose during a certain period of time, their higher value could increase their allocation proportion within the portfolio to, say, 70%. The investor may then decide to sell some FUND1 and buy FUND2 to realign the percentages back to the original target allocation of 50%-50%.

enum RebalancingType {
  DYNAMIC
  NONE
  NORMAL
}

Values​

RebalancingType.DYNAMIC​

Re-balancing upon every investment-event (premium payment, one-time payments) based on the current portfolio allocation, so that the portfolio is always in line with the original fund allocation after investing.

RebalancingType.NONE​

No re-balancing is done after the initial fund allotment.

RebalancingType.NORMAL​

Re-balancing is done every year based on the current state of the portfolio allocation.

Member Of​

LiechtensteinLifeInvestInvestmentStrategyInput input ● LiechtensteinLifePensionInvestmentStrategyInput input ● LiechtensteinLifeWealthInvestmentStrategyInput input ● Prosperity3AInvestmentStrategyInput input ● ProsperityPlusGermanyInvestmentStrategyInput input ● ProsperityPlusInvestmentStrategyInput input ● ValueInvestVWLInvestmentStrategyInput input ● YourLifeNettoPlusInvestmentStrategyInput input