Help CenterInvestment processCan the investment universe (Global or Sustainable) be changed retrospectively?
Can the investment universe (Global or Sustainable) be changed retrospectively?
Yes, it is possible to change the investment universe retrospectively by selecting Global or Sustainable under «Investment universe» on the home page of the client area. Please note that a large proportion of your securities (ETFs) will have to be sold and repurchased in another form. This will incur federal stamp duty.
More questions in "Investment process"
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?Can I invest in individual stocks with True Wealth?When and how often is trading carried out?Does True Wealth also offer portfolios in currencies other than the Swiss franc?Can I also use ETFs other than those suggested?Is securities lending excluded?Why does my portfolio return differ from the multi-asset benchmark?Is currency hedging (FX hedging) part of the recommended investment mix?What does currency hedging (FX hedging) cost?Can I deactivate currency hedging?What happens to my investment mix when I deposit money?
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