On The Money

When is it time to sell a fund, investment trust or share?

10.19.2023 - By Interactive InvestorPlay

Download our free app to listen on your phone

Download on the App StoreGet it on Google Play

In this episode, we tackle a question asked by one of you: when should an underperforming investment be sold? To address this dilemma and offer some thoughts on what you should look out for, Kyle is joined firstly by interactive investor's Sam Benstead to cover funds and investment trusts, and then by Lee Wild, ii's head of equity strategy, to look at individual shares. On The Money is an interactive investor (ii) podcast. For more investment news and ideas, visit www.ii.co.uk/stock-market-news. Kyle Caldwell is Collectives Editor at interactive investor. Important information:

This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. Past performance is not a guide to future performance. The investments referred to may not be suitable for all investors, and if in doubt, you should seek advice from a qualified investment adviser. SIPPs are aimed at people happy to make their own investment decisions. Investment value can go up or down and you could get back less than you invest. You can normally only access the money from age 55 (57 from 2028). We recommend seeking advice from a suitably qualified financial adviser before making any decisions. Pension and tax rules depend on your circumstances and may change in future. If you are in any doubt about the suitability of a Stocks & Shares ISA, you should seek independent financial advice. The tax treatment of this product depends on your individual circumstances and may change in future. If you are uncertain about the tax treatment of these products, you should contact HMRC or seek independent tax advice. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

More episodes from On The Money