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...
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