When to sell a fund, investment trust or ETF

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. Kyle Caldwell is Funds and Investment Education Editor at interactive investor. On The Money is an interactive investor (ii) podcast. For more investment news and ideas, visit . Important information: This podcast is intended for information purposes only and is not a personal recommendation. 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 information can be found on the company or index summary page on the interactive investor website. The ii Personal Pension (SIPP) is for people who want to make their own decisions when investing for retirement. Usually, you won’t be able to withdraw your money until age 55 (57 from 2028). If you are in any doubt about the suitability of the ii Personal Pension (SIPP), Stocks & Shares ISA, Trading Account, and/or any related tax treatment of these products, you should seek independent financial advice. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

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When to sell a fund, investment trust or ETF is an episode from interactive investor by interactive investor.

This episode is 20:36 long.

This episode was published on Mar 26, 2026.

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