The Big Question: What are the key issues surrounding fund costs?

What are the key issues surrounding fund costs?

clock • 6 min read

Last month, the Financial Conduct Authority launched an investigation into fund costs. But what does the industry think are the biggest issues for investors when it comes to fund costs?

       Oliver Kettlewell  senior investment research analyst,  Morningstar   More comparison Fund fees are often overlooked by an investment community preoccupied with the fund manager, and his or her past performance. However, a fund’s ongoing charge is one of the best indicators of a fund’s future performance. Below-average costs give a fund manager an automatic head start over peers by lowering the hurdle a manager has to overcome to beat the benchmark. It pays to shop around for cheap funds. The search for cost-conscious investors has been made easier with KIID...

To continue reading this article...

Join Investment Week for free

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on Emerging markets

JPM AM's Hugh Gimber: Thinking more broadly about EM stocks

JPM AM's Hugh Gimber: Thinking more broadly about EM stocks

Client demand into region rising

Hugh Gimber
clock 26 March 2024 • 4 min read
Four Graphs explaining India

Four Graphs explaining India

Four experts write

Investment Week
clock 12 February 2024 • 4 min read
JEMI's Omar Negyal: Emerging markets are well positioned to support AI boom

JEMI's Omar Negyal: Emerging markets are well positioned to support AI boom

Early adaption is key

Omar Negyal
clock 11 January 2024 • 2 min read
Trustpilot