With cash returns currently looking attractive, Copia is delighted to offer advisers an ‘on platform’ option with its Select: Money Market Portfolio: a cash-equivalent, value for money solution that works as an alternative to cash savings and bank deposits.
This portfolio is designed to deliver a better return than cash products available through UK high street banks, with better liquidity than notice accounts which traditionally pay the highest interest rates but tie funds up for extended periods of time.
As such, it is designed to counter the jeopardy of customers taking money off-platform to place it into higher rate cash accounts, typically with ‘lock in’ periods. As a result, advisers may lose oversight of these funds, with a risk that the customer remains underinvested in risk assets to meet their long-term financial planning objectives.
Wealth preservation
To deliver a better return than delivered by cash products available through UK high street banks, with better liquidity than notice accounts which traditionally pay the highest interest rates but tie funds up for extended periods of time.
100% cash / money market funds
100% cash / money market securities
All investments are cash / money market funds
0.05%
The current Target Market and Value for Money statements for this portfolio can be downloaded by clicking on the links below.
For more information about the Copia Select: Money Market Portfolio range speak to one of our relationship managers by calling 020 4599 6475 or emailing us at [email protected]
This information is intended for professional financial advisers only. Copia does not provide financial advice. This information is not intended as financial advice and should not be interpreted as such. Model investment portfolios may not be suitable for everyone. The value of funds can increase and decrease, past performance and historical data cannot guarantee future success. Investors may get back less than they originally invested.
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