The difference in fees charged by environmental, social and governance funds in Europe and their conventional peers has narrowed over the past year, according to analysis by fund research company Fitz Partners. view full article
Price gap between ESG funds and conventional peers narrows: Fitz – Ignites Europe Read More »
First Sentier Investors will absorb more third-party expenses that were previously charged to investors in its UK fund range in response to findings from its latest annual assessment of value. The asset manager is also reducing management fees on several global emerging market funds and an Indian equities fund that were more expensive than their
First Sentier absorbs £95,000 in costs with fee cap change – Ignites Europe Read More »
Funds of funds are being made to look a lot more expensive than they are due to “ridiculous” charge disclosure rules, says a senior fund executive. Ben Conway, head of fund management at Hawksmoor Investment Management, says the rules, which require funds of funds to include underlying fund charges in a single charge figure,
Fund manager warns of ‘ridiculous’ charges disclosure – Ignites Europe Read More »
Fees paid by retail investors who invest in funds with ‘clean’ share classes have significantly dropped since 2016, research shows. The ongoing charges figure (OCF) for many cross-border European funds investing in equities has fallen by 7% while assets have climbed 86% over the period, according to research by Fitz Partners. To read the article,
Cut-throat price competition among tracker fund providers is fuelling the war on fees across Europe’s investment industry with active managers joining their passive counterparts in axing fees to attract new investors and retain existing clients. Fees for exchange traded funds have fallen by 30 per cent over the past three years while index-tracking mutual fund
Fee war escalates across Europe’s fund industry Read More »
One-third of asset managers now offer early-bird share classes to European investors in a bid to boost interest in newly launched funds, according to Fitz Partners’ research. view full article
Third of asset managers offer ‘early-bird’ European fund share classes – Investment Week Read More »
A review by Fitz Partners, a London-based fund research company specialising in the detailed calculations of fund fees and expenses found that of truly passive products, ETFs are more expensive than index tracking counterparts. view full article
Fee pressure in passive asset management – Fitz Partners Read More »
…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 »
… basis points respectively between 2013 and 2016, according to analysis of annual fund accounts by Fitz Partners. Retail share classes of actively… view full article
Active fund fees fall as passive competition bites – Ignites Europe Read More »
Fund charges in the UK platform market are coming closer to prices offered to institutional investors, new research shows for the first time. view full article
Fund charges on UK platforms close in on institutional rates – Ignites Europe Read More »