Select Money Market

Select Money Market

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.

KEY POINTS

MSCI ESG SUMMARY

KEY INFO

YOUR CLIENT USE OF CAPITAL

Wealth preservation

OBJECTIVES

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.

ASSET ALLOCATION

100% cash / money market funds

UNDERLYING SECURITIES

100% cash / money market securities

OPTIMISATION CONSTRAINTS

All investments are cash / money market funds

COPIA FEE

0.05%

Consumer Duty Materials

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]

Understanding the risks

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.

Copia Capital Management

Hamilton House, 1 Temple Avenue, London, EC4Y 0HA

Copia Capital Management is a trading name of Novia Financial Plc. Novia Financial Plc is a limited company registered in England & Wales. Register Number: 06467886. Registered office: Cambridge House, Henry St, Bath, Somerset BA1 1JS. Novia Financial Plc is authorised and regulated by the Financial Conduct Authority. Register Number: 481600.

© 2021 - 2024 Copia Capital

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