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What is an Autoinvest investment strategy?

Pearler Shares offers three investment strategies to help customise how you would like your Autoinvest cash balance to be invested:

  1. Lowest share invests in the ONE asset that is the lowest weighted share (furthest away from its target percentage) in your pool of assets. This allows you to balance your portfolio over the long term without the need to buy multiple shares. This is recommended for most users.

  2. Rebalance portfolio invests by rebalancing your pool of assets to a specific percentage that you determined in your target portfolio. This allows you to rebalance as accurately as possible without selling shares. This option is recommended for larger investment amounts and may incur additional brokerage fees.

  3. Equal invest invests equally across all shares within your pool. This allows you to invest in all assets within your portfolio equally. This option is recommended for advanced investors and may incur additional brokerage fees.

*Autoinvest will invest ALL funds in your Autoinvest Shares Cash account (using your chosen strategy) once the set trigger amount has been reached. This allows you to manually contribute additional funds for your next investment if you wish to do so (e.g. if you get a bonus).

help article author
Charlotte Gray

6 January 2021

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