Investing term

What is Glide path?

A planned shift in allocation over time — typically moving from stocks toward bonds as retirement approaches.

A glide path is a planned, gradual shift in your asset mix over time — typically moving from mostly stocks toward more bonds as a goal like retirement approaches. Rather than a single fixed allocation, it's a schedule that automatically dials down risk as your time horizon shortens.

The logic is that a market crash hurts far more when it strikes near your goal, with little time to recover, than when it strikes decades out. By de-risking steadily as the finish line nears, a glide path reduces the chance that a badly timed downturn derails you. Target-date funds follow a built-in glide path on your behalf, adjusting the mix automatically each year.

De-risking as the goal nears
40%60%80%age 3050retire40%90% stocksStocks dialled down as retirement nears, so a late crash does less damage.

A glide path steadily shifts from stocks toward bonds as retirement approaches — 90% stocks at 30, 40% at 65 — so a crash near the finish line does less damage.

For example

A glide path might hold 90% stocks at age 30, drift to 60% by 55, and reach 40% at retirement — de-risking as the finish line nears.

Learn it by doing

That's Glide path in theory — it clicks when you use it. Practise it hands-on in a free, interactive lesson (Stage 3, Know Yourself: Risk Tolerance & Time Horizons).

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Why it matters to you

A glide path matters because it hard-wires a sensible principle — take more risk when you have time to recover, less when you don't — into an automatic schedule you can't forget or fumble in a panic. It's the core mechanism behind target-date funds, which let someone invest sensibly for decades with a single fund. It also directly addresses sequence-of-returns risk by shrinking stock exposure just as a late crash would do the most damage.

De-risking too much, too soon

A glide path can also err the other way — moving to bonds so aggressively that a still-long horizon loses out on growth it needed. Retirement can last decades, so even at 65 some stock exposure usually makes sense. Check that a target-date fund's glide path isn't more conservative than your own horizon and goals warrant.

Frequently asked questions

What is a glide path in investing?

It's a predetermined schedule for gradually shifting a portfolio from higher-risk assets like stocks toward lower-risk ones like bonds as a target date approaches. It automatically reduces risk over time so a downturn near your goal does less damage.

How do target-date funds use a glide path?

A target-date fund picks a retirement year and follows a built-in glide path, holding mostly stocks when the date is far off and steadily adding bonds as it nears. The investor holds one fund and the glide path rebalances the mix automatically each year.

Should everyone follow a glide path?

A glide path suits most people saving for a dated goal like retirement, since it matches risk to time horizon automatically. But the right steepness depends on your situation — some retirees keep more in stocks for a long retirement, while others prefer more safety. Check that a fund's path fits your needs.

Related terms

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