Yes, you can switch your investment between trusts at any time. If you’ve registered for our online service and are the only account holder you can make the change yourself online. If not you can also use the Change of Investment Instructions form on our website or obtain a copy from our Investor Service Team.
A summary of the available funds, their objectives and recent performance can be found in our Investment Trust guide. You can also find fund details and performance details in the investment trust section of our website. We’re not able to recommend a trust for you so if you are unsure, you should speak to a professional financial adviser.
We will acknowledge receipt of your request in writing. We will then carry out the sale, and purchase of the new shares, on the next dealing day (this is usually the next business day). We will then write to you with details of the transactions and your new holdings – you will normally receive this within ten working days of your original request.