How do I change my allocation?
How long does it take to change my allocation?
How much does it cost to change my allocation?
Change your allocation in the App
You can change your allocation anytime within the Unhedged app by clicking "Change Allocation". Level up and learn more about how to choose your allocation here.
You can select 'Equal Weight' or 'Equal Risk' presets, or select your custom allocation in the Expert Mode. Level up and learn more about the allocation pre-sets here.
In Expert Mode, you can select a custom allocation across our three algorithms, and you can invest in cash.
You will get a confirmation email of your request immediately after you have confirmed this in the app. It will take us roughly one business day to process the allocation change (consider the effect of public holidays in the U.S. where the Unhedged fund trades, and in Australia). We will also send you an email when we have processed your allocation change request after which your new allocation will be reflected in the app.
Change your mind?
You can change your allocation as often as you want. Note that we will only process a new allocation once a day. If you change your mind, you can simply go into the app and request a new change. The last allocation request recorded before 7 am AEST will be processed.
We don't charge any fees to change your allocation. Remember that you will be exposed to a buy/sell spread every time you buy and sell investments. It might also trigger a Capital Gains Tax event. Read more about Tax here
Links to related articles:
Choose investment allocation
Impact of Buy/Sell spread
Information contained here is prepared by Unhedged Pty Ltd ACN 646 421 730 (AR 001288751) an authorised representative of Cache Investment Management Pty Ltd ACN 624 306 430 AFSL 514 360. Units in the Unhedged Fund are issued by Melbourne Securities Corporation Limited (ACN 160 326 545 AFSL 428 289). All information is general information only and doesn’t take into consideration your personal circumstances, financial situation or needs. Before making a financial decision you should understand the risks and read the relevant PDS and TMD and consider whether the product is right for you and seek advice if necessary. Any information contained here may have been automatically generated by an algorithm based on raw data inputs and has not been independently verified and is subject to change. Past performance is not indicative of future performance. Unhedged Fund APIR Code: UPL9838AU International Securities Identification Number (ISIN): AU60UPL98384. Copyright (C) 2022 Unhedged. All rights reserved.
Updated on: 09 / 05 / 2022