LONDON, June 5, 2013 /PRNewswire/ -- Dodge & Cox, one of the largest privately owned investment advisers in the world, announced today that Dodge & Cox Worldwide Funds plc, organised as an Ireland‐domiciled UCITS*, was recently added to three investment platforms: Cofunds Ltd., Novia Financial plc, and Nucleus Financial Group.
Cofunds, Novia, and Nucleus are online wrap providers that provide comprehensive 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 United Kingdom. In addition, the Funds are already available through the Raymond James and Ascentric platforms and directly through the Funds' website – www.dodgeandcoxworldwide.com. 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 U.S. Stock Fund. The investment strategies and portfolios of the Funds mirror those of the U.S.-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," commented Charles Pohl, Chairman and Chief Investment Officer of Dodge & Cox.
Founded in 1930, Dodge & Cox manages over $203 billion for individual and institutional investors in mutual funds, UCITS, and private accounts as of 30 April 2013. For more information on Dodge & Cox Worldwide Funds, please visit our website: www.dodgeandcoxworldwide.com.
These materials are for informational and discussion purposes only. This information should not be considered a solicitation or an offer to purchase shares of any Dodge & Cox sponsored or advised product or a solicitation or an offer by Dodge & Cox Worldwide Investments Ltd (or any affiliate) to provide any services in any jurisdiction. The views expressed herein represent the opinions of Dodge & Cox Worldwide Investments Ltd and are not intended as a forecast or guarantee of future results for any product or service. The Dodge & Cox Worldwide Funds are currently registered for distribution only in Ireland, the United Kingdom, Denmark, the Netherlands, and Switzerland.
* As an Irish Undertakings for Collective Investments in Transferable Securities (UCITS) compliant fund, Dodge & Cox Worldwide Funds plc may freely market and sell shares in these funds throughout the European Economic Area where the UCITS has complied with the notification and cross‐border registration processes under the UCITS Directive or otherwise complies with applicable law.
SOURCE Dodge & Cox