Electronic trading major Interactive Brokers continues to expand its offering. The company has made new funds and fund families available at the Mutual Funds Marketplace.
- Global Fund Families:
Aberdeen Funds; Baring UK Ltd.; BNP Paribas Asset Management; BTG Pactual; Capital Intl.; Carmignac Gestion; Columbia Threadneedle; DWS Investments; Eastspring Investments; EFG Asset Management; GAM Funds; Henderson Global; Heptagon Capital; M&G International; Morgan Stanley Investment Management Ltd.; Nomura Asset Management; Nordea; Principal Global Investment; Sanlam Asset Management; Silverdale Funds; T. Rowe Price Global; White Oak.
- US Fund Families:
Brookfield Funds; Forum Funds; Green Century Funds; Holbrook Funds; Knights of Columbus Funds; Nicholas Investment Partners; Phaeacian Partners; Vivaldi Funds; Volumetric Funds; Weiss Funds.
Earlier this year, Interactive Brokers added the following fund families to the Marketplace:
- Global Fund Families: Alliance Bernstein (LU); Allianz Global; Amundi Lux; Bank Vontobel; BlackRock (LU); Colchester Global; Invesco Global; Lombard Odier; Natixis; Neuberger Berman; Europe; Pictet Asset Management; PIMCO Global Advisors Europe; Robeco, and Vanguard.
- US Fund Families: Advisors Preferred; Harvest Funds; Huber Capital Funds; JOHCM Funds; Johnson Funds; Lazard Funds; Longleaf Partners; Northern Funds; Pacific Life Funds; PFG Funds; Polen Funds; Putnam Funds; RiverPark Funds, and Spyglass Funds.
The Interactive Brokers Mutual Funds Marketplace provides clients from over 200 countries and territories with access to more than 40,000 funds from 400 fund families, including Allianz, American Funds, BlackRock, Fidelity, Franklin Templeton, Invesco, MFS and PIMCO.
IBKR does not charge a custody fee. In addition, it offers over 7,700 funds with no transaction fees, while fee funds outside the US charge EUR 4.95 (or equivalent).
The Marketplace is fund-agnostic – there is no conflict of interest as the company does not offer proprietary funds.
Fund value is included in equity with loan value to increase client margin buying power.
Interactive Brokers’ clients can use the Mutual Fund Inventory Search Tool to identify funds by country of residence, commission charged, fund type or fund family.
