Tag Archives: Funds

Protected: Funds you should buy – by Cofunds

There is no excerpt because this is a protected post.

Posted in Update, Your platform | Tagged , , , , | Enter your password to view comments.

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.

Continue reading

Share Button
Posted in Key Investor Information Documents | Tagged , , , , , , , | Leave a comment

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.

Continue reading

Share Button
Posted in L&G Fund Factsheets | Tagged , , , , , , , , , , | Leave a comment

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.

Continue reading

Share Button
Posted in Managed sector | Tagged , , , , , , , , , | Leave a comment

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

Share Button
Posted in Your platform | Tagged , , , , , , | Leave a comment

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.

Continue reading

Share Button
Posted in Cofunds roundtable | Tagged , , | Leave a comment