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SEI Investments/Cofunds – SEI Strategic Portfolios – Core Fund

SEI Investments/Cofunds – SEI Strategic Portfolios – Core Fund

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

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

Minimum investment: Depends on Cofunds wrapper product

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

Place of registration: Dublin

Charges: Initial depends on IFA commission negotiated through Cofunds, annual 1.4%

Commission: Subject to negotiation with Cofunds



Non-Isa clients win cash claim

Some clients with non-Isa investments in certain Keydata plans who said they relied on misleading marketing literature have been successful in their claim for compensation. An AWD Chase de Vere secure income bond 2 client and another direct Keydata SIB 3 investor on the Keydata Victims website have been awarded compensation by the Financial Services […]

Merchant buys Keydata structured product book

Merchant Capital has taken on Keydata’s structured product book and residual third-party administration, as revealed by The Keydata plans, which exclude those linked to Lifemark, SLS and Hometrak, were sold to Merchant Capital on April 23. The book value is £191m and there are 14,500 investors. Merchant Capital takes on responsibility for the management […]

Home of Choice favours LSL bid

Home of Choice was in talks with preferred bidder LSL Property Services as Money Marketing went to press, a move that angered The Money Group, which had tabled a rival bid. Home of Choice chief executive Gerry O’Brien announced earlier this week that a deal was imminent and a series of roadshows would give information […]

AGI to launch open-ended Brazil fund

Allianz Global Investors (AGI) to launch what it claims to be the first British-domiciled, actively-managed Brazil Oeic. The fund will invest in Brazilian companies but also has the flexibility to invest in other countries.


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