How do I change funds? (2024)


Yes. If you want to switch funds:

  • Log in to your account

  • From the left-hand menu, choose 'Investments'.

  • Choose the fund you want to switch from, and select the 3 dots on the right-hand side.

  • One of the options is 'Switch'

  • Then follow the steps

You will see you can choose which funds to switch from and to.

Once the orders are complete, you can view these under the Investment tab.

A switch usually takes 4 to 7 working days, depending on the specific funds you're switching between. That may seem like a while, but please keep in mind that to carry out a switch we need to first sell one fund and then buy into the other funds on your behalf and each part of the process can take a few days.

For ETFs a switch is usually much quicker and can usually happen within 1 day. For example, the sell will happen at either 10:15 or 14:10 and the buy will happen at the following time.

How do I change funds? (2024)
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