assessment of value

Singular BlackRock fund fails to deliver value across active arsenal

Funds

Singular BlackRock fund fails to deliver value across active arsenal

BlackRock Market Advantage fund

clock 05 November 2024 • 1 min read
abrdn red flags 12 equity funds for underperformance

Funds

abrdn red flags 12 equity funds for underperformance

One other flagged for costs

clock 24 September 2024 • 2 min read
Franklin Templeton's Martin Currie Japan Equity fund fails value assessment with action needed across other funds

Funds

Franklin Templeton's Martin Currie Japan Equity fund fails value assessment with action needed across other funds

Following years of underperformance

clock 07 August 2024 • 2 min read
Six Quilter Investors funds fail to deliver value as Covid woes continue to weigh on performance

Companies

Six Quilter Investors funds fail to deliver value as Covid woes continue to weigh on performance

No action taken

clock 05 August 2024 • 2 min read
FCA to release good and poor practice in assessment of value reports

Regulation

FCA to release good and poor practice in assessment of value reports

Consumer Duty anniversary

clock 01 August 2024 • 3 min read
M&G Recovery upgraded from 'Unsatisfactory' to 'Must improve' in value assessment

Funds

M&G Recovery upgraded from 'Unsatisfactory' to 'Must improve' in value assessment

'Positive impact' of recent changes

clock 30 July 2024 • 2 min read
Royal London UK Opportunities fund fails value assessment as underperformance lingers

Companies

Royal London UK Opportunities fund fails value assessment as underperformance lingers

‘Further action’ under consideration

clock 29 July 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
LGIM red flags two underperforming Future World funds in assessment of value

Funds

LGIM red flags two underperforming Future World funds in assessment of value

Fees slashed on bond and EM funds

clock 21 May 2024 • 2 min read
Schroders places European Alpha Plus fund under review as underperformance lingers

Unit trusts/OEICs

Schroders places European Alpha Plus fund under review as underperformance lingers

Assessment of value report

clock 08 May 2024 • 3 min read
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