Page 1 of 1

Changing allocations

Posted: Thu Feb 21, 2019 5:54 am
by crew
I've been investing in NISA and what not, but iDECO seems to be a bit different animal. When I set my allocations, and change it later on, what happens to the old funds I purchased? For example, if I used to alot 10% to BRICs 90% TOPIX, then decided later on to make it 100% TOPIX, what happens to the BRICs fund? Does it remain there, and all subsequent purchases will be of TOPICS? Or will this be sold to make it 100% TOPIX?

Re: Changing allocations

Posted: Thu Feb 21, 2019 6:09 am
by RetireJapan
You can do both. You can change your future allocation, but you can also rebalance the assets in the account, selling some funds and buying others.

Re: Changing allocations

Posted: Fri Feb 22, 2019 12:33 am
by crew
Awesome, thanks! Working out the user interface is hard work!

Re: Changing allocations

Posted: Fri Feb 22, 2019 11:30 am
by RetireJapan
Which platform are you on? I might be able to get some screenshots.