View more on these topics

SEI Investments/Cofunds – SEI Strategic Portfolios – Balanced Fund

SEI Investments/Cofunds – SEI Strategic Portfolios – Balanced Fund

Type: Offshore multi-manager Oeic available through Cofunds wrapper products

Aim: Growth and income by investing in equity, fixed income, property and liquidity segregated mandates  using a manager of managers approach

Minimum investment: Depends on Cofunds wrapper product

Investment split: 100% in equity, fixed income, property and liquidity segregated mandates

Place of registration: Dublin

Charges: Initial depends on IFA commission negotiated through Cofunds, annual 1.5%

Commission: Subject to negotiation with Cofunds

Contact: www.cofunds.co.uk

Recommended

profile.gif

Mark Crofts

The chairman of the Association of Christian Financial Advisers applies biblical practices to financial planning and stresses the importance of integrity, dealing fairly with others and taking the time to check out products thoroughly Interview by Lee Jones.

SIPP.gif

Sipps with everything

Suffolk Life director John ’Mr Sipp’ Moret boldly predicted the widespread growth of Sipps 10 years ago and they have surpassed his expectations. He talks to Lee Jones about why advisers can’t ignore the product

Newsletter

News and expert analysis straight to your inbox

Sign up

Comments

    Leave a comment