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Josh Grootenhuis

Josh Grootenhuis

Joined: 6/3/2024

  • RE: CGT on switch from Accumulation to Income Units

    Mon, 03 Jun 2024 13:26:49 GMT – CGT on switch from Accumulation to Income Units
    Hello, I have a question related to this subject but concerning a slightly different kind of fund (share class) switch. If an investor (client) switches to a share class denominated in a different currency, but of the same fund, does that count as a 'CGT event'? In this instance, the switch would be from 'I USD distribution' to 'I GBP Hedged distribution'. Thank you.