How do I change my Managed ISA investment focus and risk level?

You can update the portfolio composition of your etoro Managed ISA powered by Moneyfarm at any time.

1. On the etoro platform, select ISA from the side menu
2. Choose Managed ISA on the ISA dashboard
3. Click on the three dots in the top right corner
4. Click Review

From the Review page, you can adjust the following:

• Risk level: Choose a level from 1 to 7. This determines the balance of equities, bonds, and cash in your portfolio.
• Investment focus: Select between a standard asset mix or a socially responsible portfolio that prioritises ESG score.
• Time Horizon: Choose a short, medium, or long-term investment period to see projected portfolio performance over time.

Once you have made your edits, click Save changes to confirm.

The value of your investments may go up or down. Your capital is at risk. ISA powered by Moneyfarm. Tax treatment depends on your individual circumstances. UK residents only.