Fund groups urge inclusion of past performance in PRIIPs KIDs

Many fund groups remain unprepared for regulation changes

Pedro Gonçalves
clock • 2 min read

A majority of fund groups would like to see past performance disclosed on packaged retail and insurance-based investment products key information documents, a survey revealed.

The report, published by FE fundinfo, showed more than 75% of fund groups would prefer past performance to be part of the PRIIPs KID in some form, with 41% saying they would replace the future performance scenarios entirely. Under the regulations, the past performance of a fund is not included on a PRIIPs KID as it is on UCITS KIIDs, and is replaced instead with a range of future performance scenarios. These future performance scenarios have drawn criticism from fund groups and campaigning organisations for being hard to understand and potentially misleading. According to the research...

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

Darius McDermott: Asia's broadening investment story

Darius McDermott: Asia's broadening investment story

Fund managers have a dilemma

Darius McDermott
clock 21 October 2026 • 5 min read
China's historic move away from coal shows why investors need to keep digging

China's historic move away from coal shows why investors need to keep digging

'A key challenge for investors is to identify the pockets of genuine innovation'

Xin-Yao Ng
clock 19 October 2026 • 4 min read
Investors yet to stuff ISA allowances as government plays down spectacle despite 'tough' Budget

Investors yet to stuff ISA allowances as government plays down spectacle despite 'tough' Budget

Platform activity stable

Jack Roach
clock 19 October 2026 • 4 min read