Switching between YouWealth funds
You can switch between YouWealth funds at any time. When switching, units will generally be sold at the selling price of the fund(s) you are switching out of and purchased at the buying price of the fund(s) you are switching into. Each switch must be at least $100.
How to switch funds
Talk to an expert
Making changes to your YouWealth account could impact your ability to reach your investment goals. A BNZ Authorised Financial Adviser can help you understand the potential impact of making a fund switch before you make it. Call us on 0800 275 269.