Fund Switching

It is true that making the right choice of fund when you invest is important, but what might be the best fund now, may not necessarily be so in the future.

Successful investing is all about keeping on top of your funds, making sure that they are as good today as they were when you first invested. At TQ Invest, we like to help you keep on top of your funds and help you find out if the fund you have is currently performing.

To help you do this, we produce a list of under-performing funds, known as our Zero Funds, and a list of what we believe are the best funds currently on the market, known as our Hero Funds (formerly our Fund Shortlist). If you find that you have a fund, which we think is a Zero, simply take a look at our list of Hero Funds to see if there is a more suitable one for you. 

Switching funds within a platform couldn't be easier. If you are an existing customer of TQ Invest, and have an online account, simply log-in. Alternatively call the TQ Invest Team, who will be able to switch funds for you over the phone. And remember, switching funds through TQ Invest costs as little as 0.25% and in some cases is completely free.