FE extends historical performance data for clean share classes

clock

FE will generate historical performance data for clean share classes by joining them onto the pre-Retail Distribution Review (RDR) history for each fund's primary share class.

Advisers have raised concerns over the difficulty in mapping a performance history for clean share classes, due to their relatively recent introduction to the market. The clean share class performance histories are available on FE Analytics and will reflect the experience of investors prior to RDR in keeping with the Investment Management Association's (IMA) recommendations for extending track records. FE managing director Michael Holland said: "The IMA left to the discretion of investment management groups whether to attach performance histories to their clean share classes, and if s...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Investment

Neil Woodford to charge up to £70 a month to access portfolio platform

Neil Woodford to charge up to £70 a month to access portfolio platform

W4.0 launches

Cristian Angeloni
clock 06 June 2025 • 2 min read
FIF25: House of Lords member calls for stronger international economic cooperation

FIF25: House of Lords member calls for stronger international economic cooperation

Economics often a driver of geopolitical instability

Sorin Dojan
clock 04 June 2025 • 2 min read
Woodford sets date for portfolio platform launch

Woodford sets date for portfolio platform launch

W4.0 will launch on Friday 6 June

Cristian Angeloni
clock 03 June 2025 • 1 min read