AutoInvest options and the difererences?

Hi SS.

Most people choose the ‘lowest share’ option because this is the easiest way to keep a portfolio in balance, by topping up the one that is the furthest away from its target size each time.

In practice, say you have 3 funds. 2 of the funds have flat performance for the month. 1 fund goes down for whatever reason. With the ‘lowest share’ strategy, your autoinvest will go towards topping up the one that has gone down. In this way, it brings it closer to its target, plus also takes advantage of buying whichever fund has underperformed/is cheaper that month. So you can see it has multiple purposes, that’s why it’s such a popular autoinvest strategy, and it’s a sensible approach whether investing larger or smaller amounts.

Hope that helps :)
Dave

Hi SS, I am Sabrina one of the engineer in charge of building the automation. Here’s an article (https://pearler.com/help/4771944) that explains the differences between each investment options. Hope it adds more clarity to it :)