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Investec Qtrac Funds now available on the Cofunds platform


Investec’s Qtrac Funds are now available on the Cofunds investment platform in the UK. The funds are also available on other UK wrap platforms, including Transact and Novia as well as most SIPP and Offshore Bond provider platforms.

The Funds available through Cofunds include the UK Controlled Volatility Fund and the innovative Income Booster Fund. Both of these are sub-funds of an Open Ended Investment Company (OEIC) authorised as a UCITS under UCITS IV regulations.  The investment objective of the UK Controlled Volatility Fund is to provide long term capital growth whilst controlling volatility, by tracking the performance of the EVEN 30 Index. This is an index that comprises of the 30 least volatile FTSE100 stocks and is rebalanced monthly with an additional floating volatility control designed to avoid severe market crashes. From inception in March 2014 the fund has delivered a total return of 7.63%, outperforming the FTSE100 (TR) index by 7.68%, whilst being less volatile over the period.  The Income Booster Fund aims to deliver a quarterly annualised income of 7.5% per annum whilst tracking the performance of the FTSE 100 index.
Gary Dale, Head of Intermediary Sales at Investec Structured Products, says: "We are delighted that our Investec Qtrac Funds are now available through the Cofunds platform, providing a greater level of accessibility for IFAs and individual investors. This marks an important milestone for Investec, as our funds reach a much wider audience. These funds, in particular, the UK Controlled Volatility Fund has been incredibly well received by advisers and discretionary managers over the last 9 months or so but accessibility has always been an issue. “
Andy Coleman Director of Distribution at Cofunds, says: “The scale of the Cofunds platform means we are in a strong position to work closely with the industry’s top fund management houses, such as Investec.  Our focus remains on attracting the best funds the industry has to offer in order to continue developing the platform and meet the needs of both advisers and investors alike.”

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