assessment of value

Schroders places European Alpha Plus fund under review as underperformance lingers

Unit trusts/OEICs

Schroders places European Alpha Plus fund under review as underperformance lingers

Assessment of value report

clock 08 May 2024 • 3 min read
Trio of Aviva Investors funds fail to deliver value to investors as performance suffers

Companies

Trio of Aviva Investors funds fail to deliver value to investors as performance suffers

Including £3.2bn Corporate Bond fund

clock 02 May 2024 • 2 min read
Hargreaves Lansdown emerging markets and strategic bond funds fail to deliver value

Funds

Hargreaves Lansdown emerging markets and strategic bond funds fail to deliver value

Three more funds under scrutiny

clock 05 February 2024 • 2 min read
St James's Place overhauls fee structure after regulatory pressure

Companies

St James's Place overhauls fee structure after regulatory pressure

Second half of 2025

clock 17 October 2023 • 3 min read
interactive investor moves to restrict poor value investments on its platform

Platforms

interactive investor moves to restrict poor value investments on its platform

Under Consumer Duty regime

clock 06 October 2023 • 2 min read
Deep Dive: Consumer Duty is 'forcing' DFMs and asset managers to justify value and costs

Regulation

Deep Dive: Consumer Duty is 'forcing' DFMs and asset managers to justify value and costs

Passives still prevail

clock 15 September 2023 • 4 min read
BlackRock tiered fund pricing structure divides opinion

Companies

BlackRock tiered fund pricing structure divides opinion

Described as 'mere window dressing'

clock 13 September 2023 • 3 min read
BlackRock to introduce tiered pricing for UK retail funds with at least £1bn AUM

Companies

BlackRock to introduce tiered pricing for UK retail funds with at least £1bn AUM

Assessment of Value commitment

clock 08 September 2023 • 4 min read
FCA: Managers 'undermine' value assessment process by basing fees off competitors

Regulation

FCA: Managers 'undermine' value assessment process by basing fees off competitors

Lack of challenge from independent directors

clock 10 August 2023 • 4 min read
12 St James's Place funds fail to deliver value

Unit trusts/OEICs

12 St James's Place funds fail to deliver value

Driven by underperformance

clock 01 August 2023 • 2 min read
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