|
|
|
|
See how much you could save with initial discounts and annual cashbacks
on new and your existing fund investments.
Please enter details of new lump sum fund investments, and/or ISA
Transfers, and/or your existing fund investments.
Tip: You can add as many new and existing investments as you like in one go to see how much you could save in total.
|
Using Fund Manager
|
Using Cofunds
|
|
Initial Discount
|
Renewal
|
Initial Discount
|
Renewal
|
|
4%
|
0.5%
|
4%
|
0.5%
|
|
|
|
|
|
The annual cashback amounts quoted are not guaranteed. However, they are
representative of amounts you could expect to receive on most equity funds.
Annual cashbacks for bond, index or cash funds are likely to be less, nil
in some cases, because of lower rates of renewal commission.
Because renewal commission is paid in arrears, your cashback will be lower
in the first year. However, this means you will receive a cashback the year
after you sell or transfer your investments elsewhere.