Investors in unbundled share classes charged lower fees thanks to economies of scale
Fees paid by retail investors who invest in funds with ‘clean’ share classes have significantly dropped since 2016, research shows. … Continue reading Investors in unbundled share classes charged lower fees thanks to economies of scale
Fee war escalates across Europe’s fund industry
Cut-throat price competition among tracker fund providers is fuelling the war on fees across Europe’s investment industry with active managers … Continue reading Fee war escalates across Europe’s fund industry
Third of asset managers offer ‘early-bird’ European fund share classes
One-third of asset managers now offer early-bird share classes to European investors in a bid to boost interest in newly … Continue reading Third of asset managers offer ‘early-bird’ European fund share classes
Fee pressure in passive asset management
A review by Fitz Partners, a London-based fund research company specialising in the detailed calculations of fund fees and expenses … Continue reading Fee pressure in passive asset management
FCA changes could fail to budge pre-RDR investors
…Old Mutual Global Investors, Legal & General, Franklin Templeton and BNY Mellon investors face the largest discounts on OCFs for … Continue reading FCA changes could fail to budge pre-RDR investors
Active fund fees fall as passive competition bites – Ignites Europe
… basis points respectively between 2013 and 2016, according to analysis of annual fund accounts by Fitz Partners. Retail share … Continue reading Active fund fees fall as passive competition bites – Ignites Europe
Fund charges on UK platforms close in on institutional rates – Ignites Europe
Fund charges in the UK platform market are coming closer to prices offered to institutional investors, new research shows for … Continue reading Fund charges on UK platforms close in on institutional rates – Ignites Europe
Deep dive in fund fees : For asset managers, OCFs are more than just price tags
Asset managers are conducting thorough reviews of their fee structures in advance of possible regulatory changes that could see the … Continue reading Deep dive in fund fees : For asset managers, OCFs are more than just price tags