assessment of value

Baillie Gifford reports first firm-wide underperformance of benchmarks since 2009

Companies

Baillie Gifford reports first firm-wide underperformance of benchmarks since 2009

18 of 36 funds underperform

clock 01 August 2023 • 3 min read
Baillie Gifford calls time on British Smaller Companies fund

Funds

Baillie Gifford calls time on British Smaller Companies fund

Lacklustre performance

clock 11 July 2023 • 1 min read
Property fund raises red flags at Royal London

Funds

Property fund raises red flags at Royal London

Assessment of Value report

clock 04 August 2022 • 2 min read
Two thirds of M&G AUM fails to meet performance expectations

Companies

Two thirds of M&G AUM fails to meet performance expectations

95.8% deemed to deliver value overall

clock 01 August 2022 • 2 min read
Assessment of Value regime called into question as fund closures remain stagnant

Companies

Assessment of Value regime called into question as fund closures remain stagnant

133 closures in 2021

clock 13 May 2022 • 4 min read
Class systems and sharpening pencils: Why fund fees will never be equal

Regulation

Class systems and sharpening pencils: Why fund fees will never be equal

Assessment of Value

clock 27 April 2022 • 5 min read
Over half of UK and EU domiciled funds are under £100m

Companies

Over half of UK and EU domiciled funds are under £100m

Calls for closure and consolidation

clock 07 April 2022 • 3 min read
Aviva Investors AoV leads to reduced charges for £4bn bond fund and three funds closed

Companies

Aviva Investors AoV leads to reduced charges for £4bn bond fund and three funds closed

Assessment of value report

clock 15 February 2022 • 2 min read
ESG metrics on AoVs: 'Positive and brave' or 'green-value kumbaya'?

ESG

ESG metrics on AoVs: 'Positive and brave' or 'green-value kumbaya'?

Investors' opinions are divided

clock 22 September 2021 • 5 min read
Schroders commits to publishing sustainability data in value assessments

ESG

Schroders commits to publishing sustainability data in value assessments

Next AoV in 2022

clock 13 September 2021 • 2 min read
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