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

Assessment of value reports

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Discounts received by investors after they have moved range from 24% to 67%
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Discounts received by investors after they have moved range from 24% to 67%

Investors receive an average discount of 50% after they have been moved out of their legacy retail share class, research shows.

Following the first round of funds' assessment of value (AoV) reports a number of asset managers moved investors out of their legacy retail share classes. Over last year, Fitz Partners tracked this...

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