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Intermediaries  Products & fund options   Funds research

State-of-the-art fund research
analysis and commentary

Standard fund charges

Our standard fund charge schedule can be accessed here. Please also refer to individual product pages charges sections for more information.

Fund research tools

Narrow the universe of investment possibilities by using our state-of-the-art research tools. Cofunds provides registered users with free access to a suite of advanced fund finding and research tools that includes:

  • Fund selector - The Fund Selector allows you to find funds based on criteria such as rating and risk, returns and underlying assets.
  • Quickrank - Access information on UK authorised funds and search by Fund Company, Morningstar category or by word search.
  • Model Portfolio - Morningstar's unique Portfolio Manager lets you track and analyse portfolios. Use it as a watchlist for potential investments.
  • Markets - Access information about world markets' total returns via Morningstar and view the top-performing funds.
  • Multigraph - Compare the performance of two or more funds over a period of time and produce graphs in print-friendly format.
  • Hypothetical Illustrator - Illustrate how a hypothetical portfolio may have performed and the returns that could have been expected.

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Market analysis and commentary

PLATFORM is a Cofunds quarterly communication designed exclusively to provide intermediaries with relevant and compelling information on the latest topical issues facing the investment market. 

Cofunds.tv  provides a comprehensive video library of interviews and commentary formleaders of the financial industry.

 

Resources

Fund Charge Schedule (Excludes bond and
pension charges)
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to access our suite of fund research
log in to access this resourcetools & literature.
PLATFORM: a fresh perspective from Cofunds