Can I deactivate currency hedging?
Yes, click on the «Investment Mix» tab and press «Investment Preferences». There you will find the switch to disable currency hedging. The prerequisite is that you have updated your investment mix after the end of May 2024.
Please note that deactivating the proposed currency hedging will reduce the degree of diversification of your portfolio and will have an equal impact on your untied assets and Pillar 3a.
In addition, the usual one-off transaction costs (bid-ask spreads and stamp duties) may apply to the conversion.
You can find more information on currency hedging and how we deal with it in our video podcast.
More questions in "Investment process"
How do I get a portfolio individually optimized for me?How does True Wealth determine my risk tolerance?How does True Wealth select the investment instruments?Is currency hedging (FX hedging) part of the recommended investment mix?What does currency hedging (FX hedging) cost?Can I invest in individual stocks with True Wealth?Does True Wealth also offer portfolios in currencies other than the Swiss franc?Can I also use ETFs other than those suggested?Is securities lending excluded?When and how often do you carry out securities transactions (trades)?
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