Why should I choose this option?
If you currently have an active Income Account and we haven’t heard from you by 26 November 2023, we will be converting all remaining Income portfolios over to the equivalent Growth Portfolio on 11 December 2023. This will involve selling-down your Income Portfolio holdings in order to transfer them to the Growth portfolio. Learn more.
If you wish to retain the ETFs that you currently hold and to "stay in the market" during the transition, you may wish to set up a new DIY Portfolio and request an in-specie transfer of your assets into the new portfolio.
Please note that DIY portfolios are not managed by InvestEngine. Learn more.
How to transfer: