Can I change the fund/risk level of my investment account?

You can easily switch the funds you are invested in, or add new ones if your appetite for risk changes or you want to diversify.

You don't need to sell or switch an existing fund to invest in a new one. You can simply add a new fund to your account and hold multiple funds at the same time.

How to add a new fund

If you only have one fund: You can switch it to another fund, but you will need to move the full amount.

If you have multiple funds: You can switch one fund at a time, and you have the flexibility to move either the full amount or just a portion of it into a new fund.

How to switch your fund

What happens next?

We will sell the investments in your current fund and reinvest the cash into your new choice within 2 working days.

Important note on withdrawals during a switch

While your fund switch is processing, you will not be able to withdraw money from the specific fund you are moving away from. However, if you hold other funds in your investment account, you can continue to withdraw from those as normal.

If you are unsure which risk level is right for you, you can learn more about risk and return right in the app.