I have set up a self ,managed ISA with all the funds invested into a vanguard account. I want to change so some or all of the funds are in a different ETF. Can anyone talk me through the process or point me to how the IE help guide section which outlines this. It’s not immediately clear to me and I don’t want to get it wrong. Also, will I be charged my fees for doing this?
Go to “edit portfolio” in the options. Add the ETFs you want to change to and then reduce the weighting of the Vanguard funds to 0% or whatever you want. Then click the “rebalance” button in the options and it’ll sell your Vanguaed funds and reallocate it to the new funds you have put in your portfolio.
There’s no InvestEngine fees for doing this, but bid-offer spread of the ETFs will apply.