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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.

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.

This article is more than 6 months old

It was correct at the time of publishing. Our views and any references to tax, investment, and pension rules may have changed since then.

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Written by
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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