{"podcast":{"title":"On The Money","slug":"on-the-money-778652","podcast_index_feed_id":778652,"rss_url":"https://feeds.transistor.fm/interactive-investor","website_url":"https://www.ii.co.uk/","image_url":"https://img.transistorcdn.com/xpu1XQgcyvP4bL181q4UOKe9_GZfvexK2TZ66NbKCrk/rs:fill:0:0:1/w:1400/h:1400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS9hNDY5/NzMyNjIxMzYxOGU4/ZWVkOGM0NDUxYTA1/ODQ5OC5wbmc.jpg","author":"interactive investor","episode_count":426,"summary":"Every week, Kyle Caldwell and guests take a look at how the biggest stories and emerging trends could affect your investments, with practical tips and ideas to help you navigate your way through. Join the conversation, tell us what you want us to talk about or send us a question to OTM@ii.co.uk. Visit www.ii.co.uk for more investment insight and ideas.","last_synced_at":"2026-06-25T12:21:08.252880+00:00","page_url":"https://stenobird.com/podcast/on-the-money-778652"},"episode":{"title":"When to sell a fund, investment trust or ETF","slug":"when-to-sell-a-fund-investment-trust-or-etf","published_at":"2026-03-26T02:00:00+00:00","page_url":"https://stenobird.com/podcast/on-the-money-778652/when-to-sell-a-fund-investment-trust-or-etf","show_page_url":"https://stenobird.com/podcast/on-the-money-778652","url":"https://share.transistor.fm/s/d010b2d8","audio_url":"https://media.transistor.fm/d010b2d8/76140f8e.mp3","summary":"In another ISA-focused episode ahead of tax year end, Kyle is once again joined by Dave Baxter, senior fund content specialist at ii, to discuss how to review a portfolio. As well as examining the benefits of rebalancing, we run through key considerations when you’re deciding whether to keep the faith or sell a fund, investment trust or ETF. Kyle Caldwell is Funds and Investment Education Editor at interactive investor. On The Money is an interactive investor (ii) podcast. For more investment news and ideas, visit www.ii.co.uk/stock-market-news . Important information: This podcast is intended for information purposes only and is not a personal recommendation. Past performance is not a guide to future performance. The value of your investments may go down as well as up, and you may not get back all the money that you invest. Full performance information can be found on the company or index summary page on the interactive investor website. The ii Personal Pension (SIPP) is for people who want to make their own decisions when investing for retirement. Usually, you won’t be able to withdraw your money until age 55 (57 from 2028). If you are in any doubt about the suitability of the ii Personal Pension (SIPP), Stocks & Shares ISA, Trading Account, and/or any related tax treatment of these products, you should seek independent financial advice. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.","meta_description":"In another ISA-focused episode ahead of tax year end, Kyle is once again joined by Dave Baxter, senior fund content specialist at ii, to discuss how to re…","key_points":[],"chapters":[],"topics":[],"duration_seconds":1236,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/on-the-money-778652/episodes/when-to-sell-a-fund-investment-trust-or-etf/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/on-the-money-778652/when-to-sell-a-fund-investment-trust-or-etf.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}