You can view the latest performance, asset allocation, and portfolio details for all MAPS Managed Portfolios directly on the FSMOne website.
Simply go to Managed Portfolios > Factsheets, then select your specific portfolio from the top-right dropdown menu.
Each portfolio factsheet includes:

• Historical performance (various time periods)
• Portfolio composition and asset allocation
• Benchmark comparison (where applicable)
• Key statistics such as risk metrics

These factsheets are updated regularly, ensuring you always have access to the latest performance information for your MAPS portfolio.

MAPS rebalancing is mandated to be done at least once a year to ensure that your portfolio allocations do not significantly stray from the targeted allocation.

However, due to the nature of financial markets and the continual improvement in our range of products, rebalancing and changing of allocations or products could very well be done more than once a year depending on the environment.

Portfolio actions and rebalancing are conducted by the portfolio manager when there is a need to either; rebalance the portfolio back to its target asset allocation, or alter the current asset allocation and/or product mix within the portfolios after a review.

As there will be switch-transactions being made during the rebalancing process, do not be alarmed if your portfolio and profit values fluctuate during the period.

The MAPS portfolio rebalancing will take approximately T + 10 business days to complete.