Dodge & Cox Worldwide Funds, organised as an Ireland‐domiciled UCITS, has been added to three investment platforms: Cofunds, Novia Financial and Nucleus Financial Group.
Cofunds, Novia, and Nucleus are online wrap providers that provide investment management services for investment advisers and their clients.
The addition of the funds to these platforms symbolises the growth of Dodge & Cox in the UK.
The funds are already available through the Raymond James and Ascentric platforms and directly through the funds’ website.
Managed by Dodge & Cox’s investment policy committees, the Dodge & Cox Worldwide Funds consist of three UCITS funds: Global Stock Fund, International Stock Fund, and US Stock Fund. The investment strategies and portfolios of the funds mirror those of the US-based Dodge & Cox Funds and rely on the same investment philosophy – long-term investment horizon, low valuation, strict price discipline, and thorough independent research of individual holdings.
"Financial advisers play a vital role in educating investors about our funds. We are excited to be included as an option on the Cofunds, Novia, and Nucleus platforms as we continue to build our UCITS business," says Charles Pohl (pictured), chairman and chief investment officer of Dodge & Cox.
