October 27, 2023

Investment trusts knock down fees – Investors Chronicle

Article, Investors Chronicle / Laura Guthrie

Thirty-one investment trusts have announced a change to their fee structure over the past year, and 28 of these will result in a fee reduction, according to the Association of Investment Companies (AIC). Research from Fitz Partners also found fund fees overall had dropped, with two-thirds of products that had changed what they charge in the […]

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Fitz Partners is providing industry top quality fee data on a wide array of share classes for a large number of funds and Asset Managers. They are providing a top-notch service.

We appreciate you sharing your expertise with us and allowing a free exchange of views and industry knowledge with our team.

Once again, thank you for delivering the Fitz Board Reports over a number of years now, and proceeding with the discussed development to make the reporting in line with our needs for the FCA requirements. The AoV reporting for cost was very well received by the Board

Thank you for being so responsive and delivering the 250+ share classes customised fee benchmarking report using our proposed share class pricing following the merger. It has been extremely useful, and we appreciated the way you presented our fund fees and share classes in the executive summary.

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October 27, 2023

Investment trusts knock down fees – Investors Chronicle

What our clients say

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