Value assessment analysis finds 'majority' of funds are fair value 

Peel Hunt carried out analysis work against Consumer Duty expectations

Hope William-Smith
clock • 2 min read

Value assessments show the “vast majority” of funds offer fair value under the stipulations laid out for the asset management industry under Consumer Duty, Peel Hunt says.

The latest sector outlook from the investment bank - published yesterday (2 October) - included the results of a review it had conducted of value assessments. Those compared covered both listed and private companies with Peel Hunt stating the results were not surprising given the subjective nature of the assessment and who is completing them. "The calculation of value is inherently subjective," it stated. "It is unsurprising that asset managers generally find that their own products offer value." However, the investment bank noted each asset manager was using "slightly different me...

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