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Investment ideas
How to review your investments
We discuss reviewing your strategy, performance and when it is or isn’t the time to rebalance your investment portfolio.
Published May 26, 2023
Published
May 26, 2023
Important information - This article isn’t personal advice. If you’re not sure whether an investment is right for you please seek advice. If you choose to invest the value of your investment will rise and fall, so you could get back less than you put in.
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Written by
Robert Farago
Head of Strategic Asset Allocation
Robert works with experts across the business to set our asset allocation strategies for clients across HL. He and our experts help clients find, understand and stick with a suitable investment policy. He also leads the monthly asset allocation committee, where investors from different areas of the business come together to discuss the market outlook.
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Article history
Published: 26th May 2023