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A review by Fitz Partners, a London-based fund research company specialising in the detailed calculations of fund fees and expenses found that of truly passive products, ETFs are more expensive
Europe’s markets watchdog is to work with national financial regulators to assess the costs and fees levied by Ucits funds and alternative investment funds, as part of its 2021 work
Growth in client assets moving to rebate-free share classes for European cross-border funds has stalled, suggesting that the impact of regulations limiting the use of retrocessions may have peaked. view
One year ago this month, landmark rules came into force obliging UK asset managers to come clean about the value offered by their products. As the FCA embarks on a probe into
Europe’s markets watchdog is stepping up its efforts to stop funds charging excessive fees to investors by putting pressure on national regulators to increase their supervision of management companies. The
Performance fee data published by Fitz Partners this month indicates that the average performance fee rate charged by funds in Europe has reached 17 per cent. The firm says that although this
Schroders says its UK funds must reach at least £1bn (€1.1bn) in assets before the benefits of economies of scale can be passed on to investors – a claim rubbished
Charges for traditional index-tracking funds have steadily decreased over the past four years and are in some cases lower than for ETFs, says a research house. Fitz Partners says that
Invesco has decided to cut fees on a range of UK-domiciled funds, as the firm assesses the value of the products under new rules. Charges at nine Invesco funds, with
The UK financial regulator has extended the deadline for annual fund value assessments by two months, to give managers leeway amid the Covid-19 crisis. The Financial Conduct Authority yesterday announced