How do I change my portfolio theme?

How do I change my portfolio?

Login to your investment portal, and select the account you wish to update. 

Select the goal tile under the Portfolios section of the account page

Note: Not all portfolios may be available across all risk levels. This view will show you those portfolios that are available to you.

Once you've chosen a portfolio, you can select it, and select Save changes.

Based on your risk level, you'll then see the asset class breakdown for your chosen portfolio. You can then tap "Apply this theme" to proceed.

You'll be asked to confirm an updated Investment Policy Statement. Likewise, if you're changing an invested portfolio, these will be sold and new holdings bought. Depending on your account type, this can incur capital gains or losses. The timing of the transition to your new portfolio will be dependent on the liquidity of the securities within your existing portfolio. To find your portfolio's liquidity schedule, please click here. 

Your portfolio will then update and funds will be automatically invested against your new chosen portfolio.