The Investment Association

Consensus on disclosure still a way off

The Investment Association (IA) has proposed a new method of presenting portfolio turnover rates, and called for transaction fees to be separated from fixed costs, as part of a push for more comprehensive fund fee disclosure.

Our thinking on fund cost disclosure

How asset classes have come of age since 1995

The Investment Association (IA) is consulting members on a reorganisation of its sector structure as it seeks to better accommodate 'outcome-focused' funds.

Top sector performers over 20 years

The Investment Association (IA) has set out plans to identify a 'primary' share class for the purpose of comparing fund performance, as the number available to investors multiplies rapidly post-RDR.

European rules requiring greater disclosure of portfolio costs could apply to fund managers sooner than expected if regulators decide to clear up inconsistencies in existing sets of proposals.

Retail fund sales last year were at their highest level since 2010, according to the latest figures from the Investment Association (IA).

Investors sold out of the UK All Companies sector in November, with the sector returning to net outflows after a brief spell of inflows the previous month.