About Buying and Switching
The ‘Buy and Switch service’, powered by Cofunds allows you to accessto a wide range of funds from the leading providers all in one place. There are currently over 1200 funds from over 50 different fund managers. Please click here to enter the Buy & Switch service if you have read, understood and agree to our terms and conditions.
'Buy and Switch service' at a glance:
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Service provider |
Cofunds, a fund supermarket - owned by Gartmore, IFDS, Jupiter, M&G and Threadneedle |
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Initial Charges |
Between 0% - 2.25% after discount |
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Fund switching terms |
0.25% between all funds except for funds which have no initial charge which are free |
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Transfer in terms |
42 companies allow transfers into Cofunds at no charge. Usual discount terms apply for remaining companies |
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Application methods |
Online - using a Maestro, Solo or Delta debit card Paper application |
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Chartwell fees |
Online (i.e. lump sum purchases using a debit card) = no fee |
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Product options |
ISA, ISA/PEP transfers, investment funds (Unit Trusts/OEICs) |
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Registered user benefits |
Access to your valuation at anytime |
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Funds offered |
1200 |
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Minimum lump sum |
£1,000 |
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Min. regular savings |
£50 per month (ISAs only - not available for investment funds) |
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Phased investment |
Not available |
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Income distributions |
Within 5 days after the fund distribution date |
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Manager reports |
Only if you pay £20 to opt in |