Help CenterInvestment process
Investment process
Determination of risk tolerance, selection of investment instruments and currency hedging
I have opened an account. What is the next step?How does True Wealth determine my risk tolerance?How does True Wealth select the investment instruments?Is currency hedging (FX hedging) part of the recommended investment mix?What does currency hedging (FX hedging) cost?Can I deactivate currency hedging?Why does my portfolio return differ from the multi-asset benchmark?Does True Wealth also offer portfolios in currencies other than the Swiss franc?What happens to my investment mix when I deposit money?Can I also use ETFs other than those suggested?Can I invest in individual stocks with True Wealth?When and how often is trading carried out?Can the investment universe (Global or Sustainable) be changed retrospectively? Is securities lending excluded?
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