When to sell a fund, investment trust or ETF| On The Money

In another ISA-focused episode ahead of tax year end, Kyle is once again joined by Dave Baxter, senior fund content specialist at ii, to discuss how to review a portfolio. As well as examining the benefits of rebalancing, we run through key considerations when you’re deciding whether to keep the faith or sell a fund, investment trust or ETF. Please like and subscribe to our YouTube channel, and visit our website at ii.co.uk. Follow us: LinkedIn:   / interactive-investor   Instagram:   / interactive_investor   X: https://x.com/ii_couk Facebook:   / weareii   Our videos are intended for information purposes only and are not personal recommendations. Past performance is not a guide to future performance. The value of your investments may go down as well as up, and you may not get back all the money that you invest. Full performance of any companies featured can be found on the company or index summary page on the interactive investor website. Details of recommendations issued by ii during the previous 12-month period can be found at www.ii.co.uk/legal-terms/investment-recommendations. If you are in any doubt about the suitability of any products mentioned and/or the related tax treatment of those products, you should seek independent financial advice. interactive investor (ii) is an Aberdeen company. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.