The UK’s cheapest authorised corporate director has tweaked its fee structure, signalling wider trends about regulatory costs facing the industry. Valu-Trac transitioned from fixed fees to an ad valorem fee structure – a percentage of assets under management – at the start of the year, people close to the host ACD say. view full article
UK’s cheapest ACD ditches fixed fee model – Ignites Europe Read More »
“Allianz Global Investors is sticking with its outperformance fee share classes in the UK, despite a lack of assets and rival firms rowing back on plans to offer performance-related fees…. …The outperformance fee model “continues to provide an alternative way for clients to access a selection of [Allianz’s] funds, alongside [a] traditional fixed fee model”,
AllianzGI holds onto performance fees – Ignites Europe Read More »
Questions have been raised over whether investors in funds that levy fixed fees are receiving value for money after research found that the products are more expensive than funds with variable charges. Fitz Partners, a specialist fee research firm, has found that actively managed equity funds with a variable fee model have average ongoing charges
Questions raised over value of funds with fixed fees – Ignites Europe Read More »
Asset managers fear the regulator’s final report could force funds to disclose a single all-in fee. view full article
Will the FCA study bring funds’ inner workings into the light? – Financial News Read More »