Cofunds offers a wide choice of funds that can be invested in directly (unwrapped) or held within a tax efficient wrapper such as a ISA or trust.  Bond and pension products also offer a wide range of investment funds to choose from.

Investing directly within any of the hundreds of funds available through Cofunds carries no maximum investment limit, making it an attractive option for investors who have already taken advantage of their maximum ISA allowances.

Using Cofunds to build an investment fund portfolio also gives your client the advantage of consolidated valuation statements and consolidated tax vouchers each year.

Switching between funds is easy and ISA investors can also top up their investments from as little as £500 per fund, provided they keep within the annual ISA limits.

Click here to learn more about ISAs.

Trust investments

Cofunds can also provide the “funds inside” new or existing trust investments.

Click here to learn more about investing in trusts.

Cash funds

Cash funds are the lowest risk type of unit trust/OEIC available as, generally, they hold investments similar to bank deposits but with an investment element. Like any unit trust/OEIC, money is ‘pooled’, which allows greater buying powers for the fund managers than individuals.

As an alternative option to bank deposits, or the 'cash reserve, offered through Cofunds, cash funds available through the platform can be used as a shelter for your client’s money in times of market uncertainly. At such times, moving to a cash fund means that you can advise investors to switch back into securities markets once they return to relative stability.

Click here to download our cash funds sales aid.

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