performance fee

Scottish Oriental Smaller Companies amends performance fee structure

Investment Trusts

Scottish Oriental Smaller Companies amends performance fee structure

To incentivise AIFM First Sentier

clock 18 July 2024 • 1 min read
Pershing Square Holdings manager slashes performance fee as Ackman eyes US launch

Investment Trusts

Pershing Square Holdings manager slashes performance fee as Ackman eyes US launch

Investment management agreement

clock 08 February 2024 • 2 min read
Chrysalis faces shareholders with continuation and fee votes set for March

Investment Trusts

Chrysalis faces shareholders with continuation and fee votes set for March

Deferred fee agreement

clock 29 January 2024 • 2 min read
Henderson Opportunities waives performance fee

Investment Trusts

Henderson Opportunities waives performance fee

Only management fee will be levied

clock 09 November 2023 • 1 min read
Chrysalis seeks shareholder approval for performance fee and capital allocation overhaul

Investment Trusts

Chrysalis seeks shareholder approval for performance fee and capital allocation overhaul

Ahead of continuation vote in 2024

clock 13 October 2023 • 4 min read
CVC Income and Growth trust waives 15% performance fee

Investment Trusts

CVC Income and Growth trust waives 15% performance fee

Effective from 1 January 2023

clock 17 February 2023 • 1 min read
Orbis reduces performance fee following 'tough' start to the year

Funds

Orbis reduces performance fee following 'tough' start to the year

Orbis cuts performance fees

clock 30 May 2022 • 1 min read

Investment Trusts

Martin Currie Global Portfolio trust scraps performance fee

Shift to two-tiered system

clock 19 January 2021 • 1 min read

Investment Trusts

Lowland drops performance fee as Henderson defends performance record

Not been paid since 2017

clock 28 September 2020 • 2 min read

Industry

CFA UK: Tiered fund fees best for retail investors

Fund managers should consider implementing tiered fees

clock 02 December 2019 • 2 min read
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02

Scottish Mortgage downgraded from 'Positive' to 'Neutral' over scepticism about investment style

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03

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04

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05

Former Woodford Patient Capital trust faces end as continuation vote brought forward

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