Fund managers are failing to comply with FCA’s Assessment of Value requirements
Simplify Consulting’s James Wood explains why fee transparency is still not up to scratch
Assessment of Value
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Trading tantrums: Should DIY platforms stop treating investors like children?
In restricting access to certain funds and trusts, are platforms making an assumption that DIY investors are incapable of grown-up value assessments?
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FCA sees improvement in value assessments but warns there is ‘still work to do’
FCA warns not enough firms are cutting fees
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Baillie Gifford’s Budden: 2023 ‘much more stable’ year for flows amid growth rally signals
Director of marketing and distribution James Budden speaks to Portfolio Adviser following Assessment of Value report
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13 St James’s Place funds delivered ‘insufficient value’ in latest AoV report
Funds that failed include Balanced Managed, Japan and Strategic Income
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Baillie Gifford UK small cap fund not delivering value
British Smaller Companies lost investors 18.5% in the year to 31 March 2022, while its benchmark fell 1.1%
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RLAM property fund lands on watchlist despite performance pick up
One of two funds to receive worst score for performance in firm’s latest AoV report
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Two M&G funds rated ‘unsatisfactory’ in latest value assessment
While one offered ‘outstanding value’ largely on account of ‘exceptional investment performance’
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SJP adds Wellington, Somerset Capital and Comgest/Nippon-run funds to watchlist
Twice in the past year, three funds have been merged in light of performance issues highlighted in its value assessments
