When to sell a fund, investment trust or ETF
· 21 min · Episode 172
Episode When to sell a fund, investment trust or ETF
In another ISA-focused episode ahead of tax year end, Kyle is once again joined by Dave Baxter, senior fund content specialist at ii, to discuss how to review a portfolio. As well as examining the benefits of rebalancing, we run through key considerations when you’re deciding whether to keep the faith or sell a fund, investment trust or ETF.
Kyle Caldwell is Funds and Investment Education Editor at interactive investor.
On The Money is an interactive investor (ii) podcast. For more investment news and ideas, visit www.ii.co.uk/stock-market-news.
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Transcript
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