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COFUNDS

Cofunds offers a choice of 685 funds run by the 50 fund management companies below.

The fund management companies with a ü in the "R" column are those who will allow you to re-register PEPs and ISAs with Cofunds. That means you simply move the PEP or ISA to Cofunds without having to sell the funds and then buy them back. The ü in the "T" column indicates those fund managers who allow cash transfers on an initial charge = initial commission basis.

All the companies will allow re-registration of Unit Trusts and OEICs outside a PEP or ISA. We expect Cofunds to be making re-registration arrangements for many more companies in the forthcoming months.

link arrowRe-registration is further explained on the Frequently Asked Questions page.
link arrowTo open an ISA on-line with Cofunds please click here Invest Online.
link arrowTo print off an application form for Cofunds please click here Application Forms
 

Fund Management Companies through Cofunds
Fund Manager R T Fund Manager R T Fund Manager R T
                 
Aberdeen ü ü Aegon ü ü Allianz Dresdner ü ü
Artemis ü ü AXA ü   Baring ü  
BGI ü ü Britannic ü ü BWD Rensburg ü ü
Cazenove ü ü Close* [1] ü   Credit Suisse ü ü
DWS ü   Edinburgh* ü ü F&C ü ü
Fidelity ü   First State ü ü Framlington ü ü
Friends Provident     Gartmore ü   Govett   ü
Henderson   ü HSBC   ü Insight ü  
INVESCO Perpetual[2] ü ü Investec ü ü ISIS    
JPMorgan Fleming ü ü Jupiter ü ü Lazard ü ü
Legal & General [3] ü ü LeggMason ü ü Lion Trust   ü
Lloyd George   ü M&G*   ü Martin Currie ü ü
Merrill Lynch ü ü MFS ü ü Morley ü ü
New Star ü   Newton ü   Norwich Union* ü ü
Old Mutual ü ü Rathbones ü   Rothschild ü ü
Sarasin ü ü Schroders ü ü SG Management ü ü
Standard Life*   ü SVM ü ü Threadneedle ü ü
UBS ü              
Please note following important information about some of the fund managers listed above:
All fund groups can re-register direct fund holdings but the above groups additionally offer (where indicated) ISA/PEP re-registration
[1] The Close FTSE Techmark Funds is dealt on a cash only basis, so any ISA/PEP transfer is dealt by selling the units at bid price, and then repurchasing them at bid price.
[2] This company only accepts ISA/PEP re-registration for full transfers only, i.e. not partial.
[3] Holdings in these funds are only available for re-registration where no initial commission was paid on the original investment.
* Not all funds may be available for this service. Please contact our Clients Services Department on 0800 - 33 99 99 for further details.