AoV

All Baillie Gifford funds pass AoV despite overwhelmingly lacklustre returns

Companies

All Baillie Gifford funds pass AoV despite overwhelmingly lacklustre returns

21 flagged for underperformance

clock 04 August 2025 • 2 min read
Pair of RLAM funds shuttered over performance and outflow issues

Funds

Pair of RLAM funds shuttered over performance and outflow issues

AoV report

clock 28 July 2025 • 3 min read
Columbia Threadneedle finds 17 funds fail to deliver performance value

Funds

Columbia Threadneedle finds 17 funds fail to deliver performance value

Issues raised over economic uncertainty

clock 30 April 2025 • 2 min read
Trio of Fidelity International funds fail value assessment due to underperformance

Funds

Trio of Fidelity International funds fail value assessment due to underperformance

Board reviewing potential actions

clock 05 November 2024 • 2 min read
AJ Bell amends price and value assessments criteria for funds

Investment Trusts

AJ Bell amends price and value assessments criteria for funds

Chrysalis Investments included

clock 03 June 2024 • 2 min read
Two thirds of M&G AUM fails to meet performance expectations

Companies

Two thirds of M&G AUM fails to meet performance expectations

95.8% deemed to deliver value overall

clock 01 August 2022 • 2 min read
ESG metrics on AoVs: 'Positive and brave' or 'green-value kumbaya'?

ESG

ESG metrics on AoVs: 'Positive and brave' or 'green-value kumbaya'?

Investors' opinions are divided

clock 22 September 2021 • 5 min read

Funds

Baillie Gifford receives clean bill of health as all funds found to provide value

One fund requires further monitoring

clock 30 July 2021 • 2 min read

Funds

FCA value assessment review: An 'uncomfortable read' but unsurprising

‘Too many firms see it as a compliance project’

clock 07 July 2021 • 5 min read

Regulation

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

Assessment of value reports

clock 24 February 2021 • 2 min read
Trustpilot