Can I move between funds within my ISA and retain the taxefficient status?
(Back to top) Yes. You may instruct Jupiter, either by telephone or in writing, to switch all or part of your holdings within your investment by selling units in one fund and reinvesting the proceeds in another fund at a discounted price. For ISA investments, current legislation does not permit switchingfroma Stocks& SharesISAtoa Cash ISA. Please note that you must instruct Jupiter to do this on your behalf. If you redeem your investment in order to reinvest yourself you will lose your ISA allowance for that period.
Related Questions
- Im interested in learning about the status of contributed funds for ski areas or National Forests, or the next expected award round for a National Forest. Who do I contact?
- There is nothing to indicate its NRUF status will be affected. What will the University of Houston do with the NRUF funds?
- Why Fidelity Funds Network ISA?
