performance fee

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

Investment Trusts

Polar Capital Technology Trust makes changes to fees as assets grow

Trust's assets nearing £2bn

clock 15 April 2019 • 2 min read

Investment Trusts

Fidelity China Special Sits is third trust to implement 'fulcrum' fee

Canaccord upgrades recommendation to 'buy'

clock 15 June 2018 • 2 min read

Investment

AllianzGI to introduce 'outperformance' fee model to UK retail investors

To be implemented on five UK funds next month

clock 18 April 2018 • 4 min read
Most read
01

Premier Miton takes 60% profit hit as net outflows climb to £1.1bn

05 December 2023 • 2 min read
02

Somerset Capital loses two-thirds of assets as SJP severs ties - reports

04 December 2023 • 1 min read
03

On the night gallery: Women in Investment Awards 2023

04 December 2023 • 1 min read
04

Rent collection dwindles to 14% as further Home REIT tenant enters liquidation

05 December 2023 • 2 min read
05

Baillie Gifford and EdenTree funds lose Square Mile A rating

05 December 2023 • 2 min read
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