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?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?Is securities lending excluded?
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