20% of funds face rerating as Morningstar alters rating methodology
The majority (85%) of funds affected will likely have their ratings relegated now that management fees are taken into account
charges
-
-
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
-
AJ Bell increases cash interest rates after FCA platform warning
Will also cut trading fees
-
St James’s Place cuts charges and switches manager lineup on two funds
While external manager charge on the £2.9bn Emerging Markets Equity strategy has increased slightly
-
St. James’s Place swaps Ninety One for Robeco on European fund amid manager changes and fee cuts
The Balanced Managed and Continental European funds will have lower ongoing charges
-
Fitz Partners: One in six fund share classes have changed fees in past year
The Fitz database contains around 40,000 share classes
-
IBOSS cuts charges across 32 MPS portfolios
Negotiations with fund houses have resulted in reduced pricing
-
13 St James’s Place funds delivered ‘insufficient value’ in latest AoV report
Funds that failed include Balanced Managed, Japan and Strategic Income