Pick your own funds > Investment fund selection

Your basket (8 funds)

Please enter the lump sum and / or monthly amount. Then click update.

Re-Invest income?
Fund Name Fund Manager Info Unit Type Standard Charge Discount Charge Lump Sum Monthly
M&G Global Dividend A Fund Acc M&G Securities Limited Accumulator 4.00% 0.25% Remove this fund
SWIP Sterling Credit Advantage A Fund Acc Scottish Widows Inv Partnership (SWIP) Accumulator 3.75% 0.25% Remove this fund
Henderson Indian Equity Fund GBP Inc Henderson Global Investors Limited (SICAV) Income 5.00% 1.25% Remove this fund
F&C Multi Manager Cautious 1 Fund Inc F&C Asset Management plc Income 5.00% 2.25% Remove this fund
F&C US Smaller Companies 1 Fund Inc F&C Asset Management plc Income 5.00% 2.25% Remove this fund
Invesco Perpetual Global Opportunities Fund Acc Invesco Perpetual Accumulator 5.00% 2.25% Remove this fund
Invesco Perpetual UK Smaller Cos Growth Fund Inc Invesco Perpetual Income 5.00% 2.25% Remove this fund
M&G European Strategic Value A Fund Inc M&G Securities Limited Income 4.00% 1.25% Remove this fund
Total £0 £0
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Open a PDF file of the Key features document for the funds you have selected.

Please note the key features provided here are specific to your selected funds. A more detailed key features for Cofunds can be found on the legal information page as you progress through the site.

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To receive report & accounts or attend/vote at unitholder or share meetings, these services are subject to a charge of £20.00 per communication. However, report & accounts can be obtained free of charge by clicking here.

You may enter the individual amount you wish to invest into each fund, or specify the total amount you wish to invest, with percentages specified against each fund.

There is no maximum investment amount for Investment Funds. There is a Cofunds investment minimum of £50 per fund.

For income funds you can also choose to have this income reinvested in the fund by checking the Reinvest Income option.

Where can I add more funds?

Before making an application please make sure you have read and understood our Small Print, the Cofunds Key Features and individual fund Key Features and charges as appropriate, which are available for download by selecting your chosen fund for ISAs here and Unit Trusts here, as well as our own structure relating to Fees & Charges. By making an application you are agreeing to our Terms of Business. All investments should be regarded as for the long term as investment values can go down as well as up and you may not get back the amount invested.