assessment of value

Unit trusts/OEICs

Jupiter AoV highlights 42,000 direct investors had languished in legacy share classes

New 'J' unit class introduced in May to reduce fees

clock 31 July 2020 • 2 min read

Regulation

Value assessment forces two Baillie Gifford funds closures

UK government bond funds shut down

clock 31 July 2020 • 2 min read

Funds

More than half of SJP funds fail to deliver 'good value'

12% on ‘watchlist’

clock 14 July 2020 • 4 min read

Regulation

M&G promises 'fresh action' on underperforming funds

Recovery and Pan European Select Smaller Companies funds singled out

clock 02 July 2020 • 2 min read

Markets

On a war footing? Using propaganda and the V metric

Engendering better buying behaviours

clock 21 May 2020 • 3 min read

Funds

Passive providers and global brands top investor value survey

Vanguard best value asset manager in Q1

clock 11 May 2020 • 2 min read

Funds

Janus Henderson Investors to reduce fees on four funds

Assessment of value report

clock 06 May 2020 • 2 min read

Funds

Value assessment forces rethink on Artemis funds

Mergers ahead

clock 04 May 2020 • 3 min read

Funds

Assessment of Value: Legal & General UK Alpha Trust performed 'well below' target

Fees reduced on 18 funds

clock 30 April 2020 • 2 min read

Regulation

'Three stars': Columbia Threadneedle funds board rates UK range 'good'

Firm's first value assessment report

clock 20 April 2020 • 2 min read
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