Author name: Laura Guthrie

Fund board directors see fees shrink 16% as cost pressures bite – Financial News

Directors on the boards of some of Europe’s largest investment funds have seen their fees shrink, with those operating in Ireland and Luxembourg posting a 16% drop over the past year. According to Fitz Partners, which specialises in fund fee analysis, directors on the fund boards of 170 investment firms with products domiciled in the

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Investment trusts knock down fees – Investors Chronicle 

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: One in six fund share classes have changed fees in past year – Portfolio Adviser

One in six fund shares classes have had their fees changed in the past year, research has found. Fund research firm Fitz Partners said 17% of share classes have made a change in their fee structure which has impacted their Ongoing Charge Figures (OCF). Of the funds that showed a change, 35% increased the OCF

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The puzzling underperformance of performance fees – Financial News

Fund managers are constantly criticised for underperforming while charging inflated fees. So linking fees to their performance sounds pretty appealing, right? In principle, a performance fee aligns an investor’s interests with those of the fund manager — higher returns for the client result in higher fees for the manager. Performance fees are best known through their

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