You may switch your holdings between different funds by instructing us in writing or by telephoning our dedicated dealing line. If you require additional information, please refer to the Simplified Prospectus or contact us.
Shares/units will be switched in accordance with your instruction at the next available valuation point following receipt of your order. Please be aware that if the fund into which you are switching is not valued at the same time as the fund you are switching out of, depending on the time your instruction is received, it may be necessary for part of your switch to be processed the following business day.
| Switch charges |
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General discounts on the initial charge of the fund you wish to switch to are generally available, although these may vary depending on individual circumstances. The initial charge for each fund can be seen by viewing our fund charges section. We may, at our discretion, waive all or part of this switch charge. Even where the whole charge is waived in a switch involving a unit trust, the investor may still suffer a diminution in value because of the residual difference between bid and offer prices.
| For PDF versions of fund factsheets, brochures, guides and more, please visit our literature library |
| Email: webdirectcontact@newstaram.com |
| Dealing Phone: 0845 608 8703 |
| Administration Phone: 0845 608 8704 |