Help CenterInvestment processCan the investment universe, whether global or sustainable, be changed retroactively?
Can the investment universe, whether global or sustainable, be changed retroactively?
Yes, you can change your investment universe at a later time. To do so, open edit mode on the home page of the client portal, the Dashboard. Under «Investment Universe», you can choose between «Global» or «Sustainable». Finally, confirm your selection.
Please note that when this change is implemented, a large portion of your securities (ETFs) will need to be sold and repurchased in a different form. This will incur stamp duties.
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?How frequently does rebalancing take place?When and how often is trading carried out?Does True Wealth also offer portfolios in currencies other than the Swiss franc?Can I use ETFs other than the ones 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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