INVESTMENTS

FUND SUPERMARKETS

Fund supermarkets offer a one-stop-shop for investing in and switching between a broad range of pooled funds from many different fund managers. They give your client’s SIPP access to funds at reduced charges and allow faster, more efficient investment execution and administration. You are able to choose from a number of different fund supermarkets.

CofundsCofunds is our default fund supermarket. It is also an e-investment affiliate – as are Ascentric and Fundsnetwork – meaning your clients benefit from automatic daily transaction updates to our systems and no transaction fees from us.

Cofunds provides

  • access to over 1,600 fund options from 80+ fund managers
  • over 69% available at creation or net asset value (NAV)
  • over 96% with less than 1% initial charge
  • Switches between funds can be made at a cost of 0.25%

Thanks to an on-going drive to improve terms, the list of funds and charges are updated monthly. Please click here for a list of funds and details of our terms, correct for August.

If you choose to invest using Cofunds, you can instruct us by telephone, fax or letter; no application form is required. Better still, you can place Cofunds deals online. It’s quick, secure and easy; for more details please click here.


DISCLAIMER

The information on this page is for advisers only and should not be relied upon by individuals.