RDR

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

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Esma rejects EU-wide ban on inducements – Ignites Europe

Policymakers had been considering whether inducements for the provision of retail investment products should be banned across the EU, as they already are in the Netherlands and the UK. However, Esma has concluded that a complete ban on inducements could backfire as the distribution market in many EU member states is dominated by banks. view full article

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Assets in pre-RDR share classes fall to £184bn – Ignites Europe

Investors in UK funds worth £184bn (€214.8bn) are still in higher-charging share classes, despite new rules introduced last year that allow asset managers to move them into cheaper share classes. Assets invested in pre-RDR share classes fell by 18 per cent in 2019, compared with a drop of 14 per cent the year before, according

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UK funds still paying IFA commissions stand at £184bn – Financial Times

Close to £184bn of UK investor money is languishing in expensive funds that still pay commissions to financial advisers, despite efforts by the financial regulator to stamp out conflicts of interest and overcharging. According to the consultancy [Fitz Partners], 23 per cent of retail fund assets in the UK are held in these funds, which

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AllianzGI explores discounts for loyal fund investors – Ignites Europe

Allianz Global Investors is weighing the merits of offering loyalty discounts to fund investors as asset managers adopt increasingly innovative fee structures in a competitive marketplace. Loyalty discounts are not understood to be currently used by any European funds and setting them up would face significant challenges, experts say. view full article

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