legacy

Investors receive 50% discount following move out of legacy retail classes -Investment Week

Fitz Partners found that for retail investors invested in about 600 fund products, 51% of the total number of products with a remaining legacy retail class in place, had been moved to cheaper classes. The research also revealed that the discounts received by investors after they had been moved ranged from 24% to 67%, with […]

Investors receive 50% discount following move out of legacy retail classes -Investment Week Read More »

FCA changes could fail to budge pre-RDR investors – Portfolio Adviser

Article, Portfolio Adviser / fpadmin

…Old Mutual Global Investors, Legal & General, Franklin Templeton and BNY Mellon investors face the largest discounts on OCFs for clean share classes, after Baillie Gifford, according to the Fitz Partners research… view full article

FCA changes could fail to budge pre-RDR investors – Portfolio Adviser Read More »

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legacy

Investors receive 50% discount following move out of legacy retail classes -Investment Week

FCA changes could fail to budge pre-RDR investors – Portfolio Adviser

What our clients say

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