Fund transaction fees can be much higher than their quoted ongoing charge figures (OCFs) suggest, research has found. A study by fund research company, Fitz Partners, found the highest OCF increases when transaction or trading fees as a percentage of assets were added would be for index trackers, which would increase by an average of […]
Transaction fees can reach 500% of ongoing charge figure – Funds Europe Read More »
Fitz Partners, a specialist in analysing asset management costs, found that at asset managers offering investors a choice of share classes – one with a performance fee and one without – on average the performance fee share was cheaper. view full article
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Analysts and observers anticipate pressure from clients over the minority of fund managers who have declined to absorb the cost of research. view full article
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Plans requiring asset managers to appoint at least two independent directors to fund boards are raising concerns. view full article
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Asset managers have come under fire for failing to move investors into cheaper funds after the regulator asked them to do so. view full article
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Analysis from consultancy Fitz Partners finds Neptune and JP Morgan are the priciest traders – but there are good explanations. view full article
Fund transaction costs ‘significant, but not excessive’ – Financial News Read More »
Asset managers are conducting thorough reviews of their fee structures in advance of possible regulatory changes that could see the introduction of transaction fees to a “new” quoted fee measure. view full article
Deep dive in fund fees : For asset managers, OCFs are more than just price tags – Agefi Read More »
News Analysis: One of the simplest explanations for trading costs being larger than they should has been mostly overlooked. view full article
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