Rebalance your ISA allocation

A small tilt away from cash and into global equities, bringing your portfolio back in line with your long-term return target.

James Carter

Your private adviser

“Cash has drifted above target after your last deposit. Moving it into global equities keeps you invested without changing your risk level.”

Proposed allocation

Global equities

60%→68%

UK equities

18%→16%

Cash

12%→4%

Bonds

10%→12%

Projected impact

Expected return

+0.4% p.a.

Risk level

6 → 6

Estimates are based on long-term capital market assumptions and are not guaranteed. Your risk profile is unchanged.

Account

Stocks & Shares ISA

Value rebalanced

£9,234

Estimated cost

£0 (no dealing fees)

Trades placed

Within 24 hours

Suitability report

PDF · 320 KB

Approving instructs Wealth Inc. to place these trades. Investments can fall as well as rise.