What role does rebalancing play in a default investment strategy How often is a default investment strategy rebalanced

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If you don't make a choice, you'll be automatically invested in the relevant default strategy or option for your account as follows: Super accounts: in our ... Jul 17, 2017 ... The default option must be a balanced fund or a portfolio of investments that takes into account a member's age. Jan 11, 2024 ... ... scheme members are advised to watch its default investment strategy funds instead, which outperformed last year. Oct 25, 2022 ... As at June 30, 2022, the total assets invested in the two component funds making up the default investment strategy amounted to approximately HK ... DIS is intended to be one ready-made, low-fee investment solution. It is made up of two constituent funds: Core Accumulation Fund (CAF) and Age 65 Plus Fund (A ... Important notes · The HSBC Mandatory Provident Fund - SuperTrust Plus is a mandatory provident fund scheme. · You should consider your own risk tolerance level ... 2. The MPF Reference Portfolios for Hong Kong MPF Default Investment Strategy (DIS) Index does not take account of ESG factors in its design. 1.2. FTSE Russell. Our default investment options offer you: · Solutions designed by our investment experts · A selection of lifestyle strategies · Flexibility over default choice ... Target date strategies have become the centerpiece of many DC plans in their role as a qualified default investment option (QDIA). In addition to our LifePoints ... Provide participants with personalization and advice to help provide an investment strategy that can be unique to them. ... plan's qualified default investment ...
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