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Tag Archives: Funds
Protected: Funds you should buy – by Cofunds
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Key Investor Information Documents (KIIDs)
From 1 July 2011 you’ll begin to see Key Investor Information Documents replacing simplified prospectuses for all UCITS funds.
KIIDs are being introduced across the industry to provide your clients with a straightforward two page document that clearly and transparently sets out the characteristics, risks and nature of a fund in an easily digestible way.
L&G Fund Factsheets go live
We’re pleased to announce that the complete range of fund factsheets for the Legal & General internal range of insured L&G Life & Pension funds, are now available to you on the Research Centre of our website.
These factsheets which are produced and hosted by FundsLibrary for Cofunds, are based on data supplied by the fund manager – Legal & General Investment Management and underpins the range of funds available for the L&G bond and pension products on our platform.
Investment Management Association’s review results in a clearer sector
There’s one argument of the debate currently raging in the trade magazines and in the blogosphere about the Investment Management Association’s (IMA) review of its sector classification scheme that is not getting the airing it deserves: an acknowledgment of the drivers for change.
The diverse range of funds in the managed sectors (active, cautious and balanced) can lead to confusion about risk exposure and make it hard for advisers to effectively build portfolios that map to their clients’ chosen risk profiles.
Researched Fund Panel and Model Portfolios come out on top
We’re very excited that the Researched Fund Panel and Model Portfolios, created and maintained for us by OBSR, won ‘Best Outsourced Investment Solution for Advisers’ at the recent Professional Adviser awards.
The Professional Adviser awards are especially important to us as they are voted for by financial advisers. Continue reading
Roundtable Oct 2010 – Investing in Balanced Managed funds
Last week we hosted another of our investment roundtables to discuss ‘Investing in Balanced managed funds’.
Chaired by Brian Tora (The Tora Partnership), we were joined by Jupiter Asset Management’s Peter Lawery, Neptune Investment Management’s Douglas McDowell and Thames River Capital’s Gary Potter, along with financial journalists Kira Nickerson, Cherry Reynard and Nyree Stewart, and our very own Michelle Woodburn – Manager, Fund Group Relations.