KIIDs

Information and access to Key Investor Information Documents

Invest using fund supermarkets

Fund supermarkets let you invest and manage funds from dozens of different fund companies in one place.

They offer low charges, more choice and flexibility, less paperwork - and all this at no extra cost to you.

Over half of new Unit Trust/OEIC ISA investments are now arranged this way. They offer an easy and convenient way to invest in funds.

Elson Associates includes Cofunds and Fidelity FundsNetwork fund supermarkets. You get the same benefits as investing with the fund companies, plus:

  • You can manage your funds online, and switch between funds for a 0.25% fee (free of charge with Fidelity FundsNetwork).
  • Far less paperwork – one consolidated statement covers all your fund supermarket investments.

You can consolidate your existing funds into a fund supermarket account using a free process called re-registration.

There are several fund supermarkets to choose from, but we recommend Cofunds and Fidelity.

About Cofunds

Cofunds is the UK’s largest fund supermarket. It’s backed by some of the UK’s leading financial companies, including Legal & General, Threadneedle and Jupiter. It gives you access to over 1500 funds through 90 of the UK’s leading fund companies.

About Fidelity

Fidelity is the UK's largest Unit Trust/OEIC fund manager. It launched FundsNetwork in 2000 which is now one of the UK's largest fund supermarkets. You can mix and match over 1,200 funds from 70 of the UK’s leading fund companies.

You can find out more about investing in funds using Cofunds or Fidelity FundsNetwork by clicking on the links to the left or in the menu above.

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No Initial Charges

Elson Associates does not offer advice as to the suitability of investments. If you are unsure whether an investment is suitable for you, you should obtain expert advice. Past performance of an investment is not necessarily a guide to its performance in the future. The value of investments or income from them may go down as well as up. You may not necessarily get back the amount you invested.

Elson Associates Plc  5 Queen Street  Kings Hill  West Malling  Kent  ME19 4DA  UK

Authorised and Regulated by the Financial Services Authority    Registered in England No. 3595128