If I have an amount invested in a managed fund holding and switch out half of it to another type of fund with the same fund manager (i.e swapping half of an active fund to an aggressive fund) is this handled as a Sell/Buy manual transaction?
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Hi. I have the same question. I moving money between funds which is considered a “switch”. I treated it as a buy/sell but the capital gains generated by Sharesight does not match the fund website.
Wondering if you received an answer from Sharesight.
Cheers
@aidyparnell @muons.unison_0h, with these switches, is there any CGT associated with the out component of the switch?
If yes, just add it as a buy/sell trade.