Artemis ditches dual pricing and variable costs

Introducing admin fee

Beth Brearley
clock • 1 min read

Artemis has announced it is switching to swing pricing from February 2019 and replacing variable costs with an administration fee model.

From 1 February all of the Artemis dual-priced unit trusts will be converted to single swing pricing, meaning a mechanism to adjust prices in response to dilution will be introduced, allowing investors to pay a single price when purchasing or redeeming shares. Schroders to drop dual pricing as advisers warn it could cause MiFID II confusion The group said the move will align the pricing on Artemis' unit trusts with the methodology it already uses on its OEIC funds. The cost impact on investors is likely to vary fund to fund, with some fees increasing, others decreasing and the remaind...

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

What does a new PM and chancellor mean for investments?

What does a new PM and chancellor mean for investments?

'What is important is what happens over the long term'

Jasper Thornton Boelman
clock 23 July 2026 • 4 min read
SJP rebrands global equity income fund and reduces charges

SJP rebrands global equity income fund and reduces charges

Appoints Acadian as investment adviser

Patrick Brusnahan
clock 22 July 2026 • 1 min read
Beyond the 60/40: Why the traditional portfolio blueprint is being tested again

Beyond the 60/40: Why the traditional portfolio blueprint is being tested again

'Bonds should not be doing all the defensive work'

Will Dickson
clock 09 July 2026 • 4 min read