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Cofunds Investment Portfolio
This on-line service will enable you to view valuations of any investments held through Cofunds 24 hours a day, seven days a week.
Our favoured fund supermarket, from a company called Cofunds, allows funds to be consolidated under one roof and provides access to products from over 50 different fund managers, without any additional cost over and above the fund managers’ own charges.
Cofunds Limited is an independent company owned jointly by Legal & General, IFDS, New House Capital, Threadneedle, Jupiter and M&G. Cofunds’ business objective is to enable independent investment advisers and their clients to access a whole range of leading fund managers and their funds through the convenience of a one-stop administration service.
Whereas fund managers’ own funds will normally only provide access to their own products, the Cofunds Consolidation Service removes this restriction. This provides the opportunity to construct a diversified portfolio across a whole range of funds, fund managers and market sectors and thereby spread your investment risk.
The benefits of investment diversification, the wide range of top-performing funds across all sectors of the market, the ability to switch easily and cost-effectively between funds and fund managers, plus convenient, straightforward paperwork and administration – all at no additional cost – make the Cofunds Consolidation Service an extremely attractive proposition in our judgement.
If you are new to this service, and have an existing Cofunds portfolio with ourselves, you may wish to register to be able to view your portfolio valuation online.
Please use the contact form on our site if you experience any difficulties or have any questions about this service.
*Please note that this link takes you away from yig.co.uk, and we are not responsible for the content of external internet sites
