Investment Methods

Fund Switching

Definition

What is Fund Switching?

Moving money from one fund to another, usually within the same fund manager's product range.

Example in practice

An investor switches from an equity fund to a money market fund as a near-term expense approaches.

Keep learning

A single, relatively large investment made at one time instead of through repeated contributions.

Investing a fixed amount at regular intervals so the amount buys more units at lower prices and fewer at higher prices.

An arrangement for making scheduled recurring contributions into an investment fund.

The complete investment result from price changes plus income, assuming distributions are included.

Think you know your investing terms?

Put your knowledge to the test with a quick quiz.