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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




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