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
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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
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AJ Bell increases cash interest rates after FCA platform warning
Will also cut trading fees
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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
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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
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Fitz Partners: One in six fund share classes have changed fees in past year
The Fitz database contains around 40,000 share classes
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IBOSS cuts charges across 32 MPS portfolios
Negotiations with fund houses have resulted in reduced pricing
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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
