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Collectives

This page is for Professional Financial Advisers only

Overview

Cofunds offers a wide choice of funds that can be invested into directly within an Investment Funds holding, held tax-efficiently in an ISA or trust, or in a life product such as a bond or pension.

Investing in collectives gives investors the ability to build a larger, diversified portfolio. With Cofunds there’s also no maximum investment limit – an option for investors who have already invested their full ISA allowance.

Important information

The value of an investment can go down as well as up. Your clients may get back less than they invest. Although there is no fixed term, clients should be prepared to hold an investment for five years or longer.

All figures correct as at 30 June 2017

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Contact us to find out more about the Cofunds Platform.