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COFUNDS CASH RESERVE - Fund overview

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Overview of COFUNDS CASH RESERVE

This facility allows you to hold cash within an ISA for a temporary period. The money must be destined for eventual investment, but in the meantime you can review your investment choices without the concern of immediately committing to a specific fund - particularly useful if the tax year deadline is looming. The rate of interest earned is 0.4% below the Bank of England base rate. Investors receive the higher of the above or zero.

Standard Initial Charge

0.00% 0.00%

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Fund summary

Sector	–
Product type	UNIT TRUST
Launched	–
Size	–
Yield	0.0%
Charging basis	–
Dividends paid	–
Bid price	100.00p

Fund Charges

Standard Initial charge	0.00%
Initial charge via Bestinvest	0.00%
Additional bid/offer spread	0.00%
Annual management charge	–
Total expense ratio	–
Reduction in yield (10yr)	0.00%

Bestinvest says

This facility allows you to hold cash within an ISA for a temporary period. The money must be destined for eventual investment, but in the meantime you can review your investment choices without the concern of immediately committing to a specific fund - particularly useful if one needs to utilise their annual ISA allowance but the tax year deadline is looming. For deposits not held within the ISA wrapper depositors can use the CoFunds Cash Account.

Portfolio

cofunds cash reserve asset allocation illustration

Allocation		Proportion

	Equity	–
	High yield bonds	–
	Quality bonds	–
	Property	–
	Commodities	–
	Hedge	–
	Fund cash	100%

No data available.

View all performance data for COFUNDS CASH RESERVE

Investment process

This cash account is effectively a deposit account is designed to allow investors to hold money destined for investment on the Cofunds platform. The underlying holding banks are Royal Bank of Scotland and Scottish Widows Bank.

The value of your investments and the income from them can go down as well as up, and you can get back less than you originally invested. Past performance or any yields quoted should not be considered reliable indicators of future returns. Before investing in funds please check the specific risk factors on the key features document or refer to our risk warning notice as some funds can be high risk or complex; they may also have risks relating to the geographical area, industry sector and/or underlying assets in which they invest. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change.

Bestinvest (Brokers) Ltd & Bestinvest (Consultants) Ltd are authorised and regulated by the Financial Services Authority. This site is for UK Investors only

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