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Cofunds ISAs & Funds

About Cofunds

Cofunds is the UK's largest independent fund supermarket, administering about £75 billion of investments for 750,000 investors. It's owned by Aegon.

Cofunds gives you an easy and convenient way to invest and manage your funds - online or by paper. You can mix and match over 3,400 funds from 210 of the UK's leading fund companies.

Information correct as at 31 December 2016.


Why you should use the Cofunds platform through CommShare

  • No initial charges - you save up to 5.5% instantly
  • Invest in commission free funds
  • Valuation and fund monitoring included
  • Transfer in most funds you already have by re-registration - free of charge
  • Invest online or by paper application
  • A low 0.24% p.a. fee, plus 0.23% p.a. Cofunds fee (plus ongoing annual fund charges)
  • No additional fees or charges

Most Popular Cofunds funds

Fund Initial Charge Cofunds
(Total Charge)
Direct (Total Charge) Valuation &
Monitoring
Fee Based Commission Based
CF Woodford Equity Income 0% 1.22% p.a. N/A N/A
Invesco Perpetual High Income 5% 0% 1.22% p.a. 1.24% p.a. 1.5% p.a.
Fidelity European 3.5% 0% 1.22% p.a. 1.24% p.a. 1.5% p.a.
Invesco Perpetual Monthly Income Plus 5% 0% 1.1% p.a. 1.24% p.a. 1.25% p.a.
Invesco Perpetual Income 5% 0% 1.22% p.a. 1.24% p.a. 1.5% p.a.

Invest a lump sum online now

You automatically receive our initial discounts when you use Cofunds from here. When you're ready to invest, you'll need your National Insurance number and Debit Card handy (please note you can't use your Credit Card).

First, please make sure you read CommShare's Terms and Conditions of Business.


Register

If you've previously arranged your Cofunds investments elsewhere, you can easily include them in our service. All you have to do is complete a Registration Form.

Why not do it now? It only takes a couple of minutes and doesn't affect your investments in any way.

All of your Cofunds funds will automatically be included in your FUNDSFOLIO account where you can see an up-to-date valuation of your funds and comprehensive, impartial fund information.


Download Cofunds Application Forms and Key Features

You can invest by paper application - lump sums and monthly savings - in ISAs and in funds outside ISAs.

First, please make sure you read:

Alternatively, request a Cofunds pack by post - click here

Please send your completed application forms to CommShare, using our FREEPOST address. If you send them directly to Cofunds you won't receive your discounted initial charges.


Re-register your funds with Cofunds

You can transfer your existing funds to Cofunds completely free of charge using a process called re-registration. Free of charge means that you have exactly the same number of units/shares in each fund after they have been re-registered.

You can download the Cofunds re-registration forms, or request a Cofunds re-registration pack by post. First, please make sure you read CommShare's Terms and Conditions of Business.

Alternatively, request a Cofunds re-registration pack by post - click here

A word of warning: Please note re-registration is a one-way process. Funds cannot be re-registered back to the original fund company.

Transferring a Cash ISA into Cofunds

If your existing funds are not available in Cofunds, or you want to transfer a Cash ISA into Cofunds, you'll need to complete an ISA Transfer form and ISA Transfer authority form.

To request these forms by post click here, or download them from the links above.

Please send your completed application forms to CommShare, using our FREEPOST address. If you send them directly to Cofunds you won't receive your discounted initial charges.


How to switch between your Cofunds funds

If you want to switch between your Cofunds funds online login or register here.

Alternatively, download a switch form.


How to sell your Cofunds funds

If you want to sell some, or all of your Cofunds funds, please download a sell form or send a written instruction to Cofunds at the following address quoting your Cofunds customer number:

Cofunds Ltd
PO Box 1103
Chelmsford
CM99 2XY

CommShare doesn't give investment advice. If you're unsure about suitability, you should seek professional advice. Past performance of an investment is not a guide to future performance. The value of investments or income from them can go down as well as up. You might not get back the amount you invest. Current tax levels and reliefs will depend on your individual circumstances.

  • CommShare Ltd, 16 Hatherley Road, Sidcup, Kent, DA14 4BG
  • Tel: 020 8308 1308 | Fax: 020 8308 1304
  • email: info@commshare.com

CommShare Ltd is Authorised and Regulated by the Financial Conduct Authority.