Tag Archives: Cofunds

Free pension with every purchase! Cofunds sharpens its pencil.

Just a short post to confirm that as of today Cofunds has removed the establishment (setup) and annual charge on its Suffolk Life-provided Cofunds Pension Account (CPA). This is a welcome development. For a long time I’ve been banging on […]

Free pension with every purchase! Cofunds sharpens its pencil.

Just a short post to confirm that as of today Cofunds has removed the establishment (setup) and annual charge on its Suffolk Life-provided Cofunds Pension Account (CPA). This is a welcome development. For a long time I’ve been banging on […]

So clean they’re dirty – zero AMC funds hove into view

So yesterday Architas, the multi-manager arm of AXA did something a bit unusual. It decided to offer investors on Elevate or Cofunds’ institutional platform access to a new share class on its funds. You can read the story on Fundweb […]

My life as a pie chart

So I came across this article today, called Retiring The Portfolio Screenshot. I opened it thinking it was something about what clients see about their investments on wrap platforms. But it isn’t. It’s about creative types doing better demos of […]

Cofunds get their transparency on

So I had the pleasure of attending the Cofunds’ relaunch / refresh / briefing today, wherein Martin, Verona and the gang told us about their plans for unbundling and changing the Cofunds proposition over the next year or so. I’ve […]