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performance fees

Lowland drops performance fee as Henderson defends performance record

Investment Trusts

Lowland drops performance fee as Henderson defends performance record

Not been paid since 2017

clock 28 September 2020 •
Underperforming Orbis funds 'delivered value for money in 2019'

Regulation

Underperforming Orbis funds 'delivered value for money in 2019'

Firm's first AoV report

clock 15 April 2020 •
Fund buyers took a defensive stance ahead of 2020

Investment

Fund buyers took a defensive stance ahead of 2020

Nearly 80% predicted greater equity volatility

clock 06 April 2020 •
Fitz: 'Twin' share classes with performance fees boost costs for most investors

Funds

Fitz: 'Twin' share classes with performance fees boost costs for most investors

77% of twin share class investors charged a performance fee

clock 10 October 2019 •
ESMA reveals plans to harmonise performance fee regulation

Regulation

ESMA reveals plans to harmonise performance fee regulation

Publishes consultation paper

clock 16 July 2019 •
JPMorgan American IT to replace Fish as board eyes new strategy

Regulation

JPMorgan American IT to replace Fish as board eyes new strategy

Performance fees scrapped in MiFID II simplification

clock 20 March 2019 •
Irish regulator scolds asset managers for UCITS fee calculation failures

Asset Managers

Irish regulator scolds asset managers for UCITS fee calculation failures

Following CBI inspection

clock 05 September 2018 •
Trusts push ahead with H1 fee cuts, but note of caution sounded

Investment Trusts

Trusts push ahead with H1 fee cuts, but note of caution sounded

26 trusts made changes

clock 25 July 2018 •
Polar Capital's Rochussen on EM flows, ESG and Paris

Equities

Polar Capital's Rochussen on EM flows, ESG and Paris

Full-year results

clock 25 June 2018 •
Orbis UK head: Fidelity fees move is step in right direction

Investment

Orbis UK head: Fidelity fees move is step in right direction

Time to raise quality of debate

clock 11 October 2017 •
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