Cofunds X-Ray

What is a Cofunds X-Ray ?

Cofunds Portfolio X-Rays are provided by Morningstar.

The X-Ray allows you to view a comprehensive picture of the investment style of your Cofunds portfolio, along with an in-depth statistical analysis of your underlying stocks, regional and sector exposure.

By clicking on the below image, you can get a closer look at an example of a Cofunds Portfolio X-Ray in PDF format.

Due to licensing issues clients are unable to request Cofunds X-Rays directly. However, we are happy to provide you with a copy by email. Please select the link below if you would like to request a Cofunds X-Ray.

Please include in your request your name and 6 digit Cofunds Client Reference number.

If you would like to request X-Ray's on behalf of other family members such as a partner or child, please also include their name and Cofunds Client Reference.

Click image to see a larger PDF version