Our Cautious, Balanced and Adventurous options are designed to get you started, but you can also select a custom allocation.
To do this, go to:
Settings > Allocations > Select account > Manage allocation > Customise allocation
Here you’ll be able to view the funds you currently have in your allocation and adjust the proportion of each of the funds, or add further funds by tapping ‘Change investments’.
Once you confirm your selection, you’ll have the option to apply this change to ‘Future fund investments’ or ‘All fund investments’ - please see ‘How do I change my investment allocations?’ for more detail on what these options mean for your investments!
Customising your allocations will impact the risk level of your investments - please make sure this is right for you before making these changes.
If you have a Stocks & Shares ISA, GIA or S&S Lifetime ISA, and would like to sell down your investments in a specific fund without changing your investment allocation, you can do this in Wealth > Select Account by selecting any of the funds you’re investing in, and tapping ‘sell’.