Change my portfolio and risk level in Robo-Advisor account
Robo-Advisor returns and risk levels
Returns on Robo-Advisor investments aren't guaranteed. However, our goal is to maximise potential returns within your chosen risk level, allowing you to tailor your investment approach based on your preferences.
You will be able to indicate your risk level when opening your Robo-Advisor account by completing a suitability questionnaire.
Risk recommended to me
You can switch to another risk portfolio compared to the one you've been recommended.
How to edit your Robo-Advisor portfolio
- Go to 'Invest' on the bottom menu
- Tap 'More'
- Select 'Settings'
- Under 'Robo-Advisor', tap 'Edit portfolio'
- View the list of available investment portfolios
By editing your portfolio, your existing positions will be bought and sold. You won't be charged a separate fee for this. If you edit your portfolio, you can only change the model portfolio once a month.
Please note that, once submitted, cancelling the edit portfolio request isn't possible.