Cofunds – making investing easier

Established at the beginning of 2001, Cofunds is the UK's leading independent fund supermarket, offering an award winning administration service to investors via their intermediary. Put simply, we make investing in funds easier.

Cofunds is backed by four of the UK's top fund managers (Gartmore, Jupiter, M&G and Threadneedle) and by IFDS, the UK's leading fund administrator. The strength and expertise of our shareholders enables us to commit to a continuing programme of development, keeping us at the cutting edge of technology and service.

Cofunds gives you access to over 700 funds from 52 different funds groups.* Now you can put together a diversified portfolio from multiple managers, with a minimum of effort and paperwork.

Reap the rewards

Investing through Cofunds offers you the following benefits:

Consolidation

• One place for all your fund investments (ISAs, Unit Trusts and OEICs).

Control

• The ability to switch funds, quickly and cost effectively
• An easy way to create a diversified portfolio tailored to your objectives
• Valuations across your entire fund portfolio at any time

Convenience and choice

• Significantly less paperwork
• Select and mix funds from a choice of over 700 funds from 52 leading fund groups*
• Consolidated valuation statements - sent twice yearly.

Cost

• Cofunds makes no extra charges to you or your intermediary - the only charges you pay are for transactions such as the fund initial charge and for switching funds.

* as at July 2004

This service has have been provided by The Burns Anderson Independent Network in association with Cofunds, the content is maintained by Cofunds.

Although you are free to use this facility it is important you understand that no advice is provided regarding the suitability of any quotation to your individual circumstances.

Should you choose to make an investment application to Cofunds we will receive normally commission at a rate of 3.00% of the amount invested. Therefore for every £1,000 you invest we normally receive a commission of £30 initially and thereafter a renewal commission of 0.5% per annum of the value of your plan.

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