assessment of value

Investment Trusts

Substantial corporate changes for one in two trusts since onset of pandemic

Managers under increased scrutiny

clock 30 June 2021 • 4 min read

UK

Summer sales: Where distribution bosses are focusing their efforts

After a strong six months for flows into IA universe funds, UK asset management sales heads talks to Mike Sheen about where they are seeing demand

clock 21 June 2021 • 4 min read

UK

Shock and awe: Was CFA UK intervention in the assessment of value useful?

Sensationalist approach under question

clock 30 March 2021 • 4 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

Funds

Funds 'failing' to meet FCA transparency measures - CFA UK report

Concerns over data "quality and completeness"

clock 01 February 2021 • 2 min read

Funds

HL introduces tiered fee structure to utilise economies of scale

Cuts fees across multi-manager range

clock 26 January 2021 • 2 min read

Funds

Liontrust eyes changes amid value concerns for fifth of fund range

Performance issues most commonly cited

clock 11 December 2020 • 2 min read

Funds

Boring Money: Asset managers 'marking own homework' after just 3% of funds not delivering value

Baillie Gifford among groups offering 'most useful' AoVs

clock 11 November 2020 • 2 min read

Investment

Cost and performance issues top concern in seven BNY Mellon amber-rated funds

Action to be taken by February 2021

clock 30 October 2020 • 3 min read

Industry

All AJ Bell funds found to offer good value in AoV report

Performance of funds 'highly credible'

clock 11 August 2020 • 2 min read
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