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Rebalancing within VLS 80

traineepensioner · 2019-04-28 06:11:12

Could anyone help me with my understanding of the rebalancing within the VLS 80. As I understand it the asset allocation (equities & bonds) is rebalanced periodically so that if the value of bonds rise higher than the equities then some bonds are sold & more equities are bought to maintain the 80:20 ratio (selling high,…

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bowlhead99 Posts: 12,295 Forumite

29 April 2019 at 9:23AM

Tom99 wrote: »

Thank you. Just to be clear, RBS has a market cap of £30bn but only 38% of that is included in the FTSE100 Index?

As of Friday it had a 0.57% allocation in iShares core FTSE 100 ETF, above 3i and below SSE.

They are valued in the £10-12bn range.

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