What are multi-asset class Vests?
Vests are curated portfolios that are comprised of stocks and/or ETFs. Multi-Asset Class Vests allow you to get exposure to different assets in a simple manner. These Vests consist of three core assets - stocks, bonds, and gold.
Please refer to this
link to view all the Vests available on our platform.
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What are theme-based Vests?
Vests are curated portfolios that are comprised of stocks and/or ETFs. Theme-based Vests are constructed with different goals or themes in mind. Some Vests are built to enable investors to invest in diversified assets that balance performance and ...
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Will I be charged for the rebalancing of Vests?
No, there won't be any additional charges for rebalancing Vests.
How often do Vests get rebalanced?
There is no preset frequency for Vest rebalancing. All of the portfolios are actively monitored to ensure they don’t deviate from the original investment theme they are designed for and that there are no material negative changes in the fundamental ...