Custom Fund Distribution using AutoInvest

[Y.M]

Hi @GMNN

I assume that what you refer to as the Target weights of the slices are in fact the actual weights. The actual weights can change constantly according to the fluctuations of the instruments in the Pie. For further reference:

Why are some of my Pie slices bigger than others?

As @Richard.W has pointed, the AutoInvest funds will be allocated in the Pie according to the Target percentages. The Target percentages are fixed and can be changed only by you in the Holdings section of the Pie. So if you have 4 stocks in the Pie with Target weights of 4x25%, a deposit of 100 GBP will contribute 25 GBP to each slice, regardless if their actual weights are for example 10/10/30/50.

The actual weight can be aligned with the target weights by using Rebalancing. Feel free to check out this discussion about the topic

Does Pie investing also rebalance?

Absolutely correct @chantal! The weights you set when you create your pie are your target weights, which is how your AutoInvested funds will allocate to your slices on each deposit. Depending on market movements some of your slices (target weights) can go over or underweight, which is where rebalancing comes in hand. This is when you can use the option to sell overweight slices and buy more shares for your underweight slices.