What options do I have for managing my allocation?

You can change what you’re investing at any time by heading to Settings > Allocation > Manage allocation. Here you’ll have three options:

• Changing your current allocation to one of our three Moneybox funds - Cautious, Balanced, or Adventurous.

• Customising your allocation by adding or removing funds, or switching to cash deposits

• Maintaining your allocation - you’ll see this option if your allocation includes multiple funds, or you’re also investing in funds or US stocks outside of your allocation

  • Over time, some investments grow faster than others, which can cause your portfolio to drift to a different risk level. Maintaining your allocation rebalances your portfolio to bring it back in line with your chosen risk level.