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SEI Investments/Cofunds – SEI Strategic Portfolios – Conservative Fund

SEI Investments/Cofunds – SEI Strategic Portfolios – Conservative Fund

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

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

Minimum investment: Depends on Cofunds wrapper product

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

Place of registration: Dublin

Charges: Initial depends on IFA commission negotiated through Cofunds, annual 1.05%

Commission: Subject to negotiation with Cofunds



Investec assesses platforms to add structured funds

Investec Structured Products is looking to launch a range of Ucits structured funds by the third quarter this year. Head of intermediary sales Gary Dale says the funds will offer different return profiles and are likely to include a closed-ended fund structure and an open-ended structure which will be collateralised – or segregated off balance […]

Mattioli Woods to close £1.2m buyout

Pensions consultancy Mattioli Woods has acquired pension administration and employee benefits businesses Cooper Parry Wealth Strategies for £1.2m, subject to details.


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