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Cost of Ucits funds for retail investors continues ‘slow’ decline: Esma – Ignites Europe

Article, Ignites Europe /

The cost of Ucits funds for retail investors has continued its steady decline, according to an annual update by the European markets watchdog, which nonetheless warns of the “high” charges levied by some products. In its fifth annual report on the costs and performance of EU retail investment products, covering trends up to the end […]

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“ESG funds not more expensive, research finds” – Ignites Europe

Ignites Europe /

New research has debunked the idea that funds integrating environmental, social and governance factors charge higher average fees than their non-ESG peers. Sustainable funds have previously been criticised for charging higher fees to make up for declining revenues as investors move to lower-cost exchange traded funds. Several analyses reveal that there is no fee premium built

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Index-tracker costs give ETFs a run for their money – Funds Europe

Article, Funds Europe /

Charges for traditional index-tracking funds have steadily decreased over the past four years and are in some cases lower than for ETFs, says a research house. Fitz Partners says that since 2016, equity ETFs have seen a 27% fall in their ongoing charges figures (OCFs), whilst charges applied to ‘clean’ share classes of index-tracking mutual

Index-tracker costs give ETFs a run for their money – Funds Europe Read More »

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Fitz Partners is providing industry top quality fee data on a wide array of share classes for a large number of funds and Asset Managers. They are providing a top-notch service.
CANDRIAM
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VONTOBEL Asset Management
Once again, thank you for delivering the Fitz Board Reports over a number of years now, and proceeding with the discussed development to make the reporting in line with our needs for the FCA requirements. The AoV reporting for cost was very well received by the Board
AXA – IM
Thank you for being so responsive and delivering the 250+ share classes customised fee benchmarking report using our proposed share class pricing following the merger. It has been extremely useful, and we appreciated the way you presented our fund fees and share classes in the executive summary.
AMUNDI Asset Management
Thank you for your excellent support and responsiveness. The Fund Charges database and benchmarking reports are extremely useful for Luxembourg transfer pricing purposes.
Elvinger Hoss Prussen
Thank you for making yourself available for our ongoing internal discussions on performance fees. Our team finds the access to the performance fee database very valuable and it makes their review process so much easier and quicker.
AMUNDI Asset Management
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