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

Baillie Gifford workforce faces 10% reduction following voluntary exit programme

Baillie Gifford workforce faces 10% reduction following voluntary exit programme

Around 160 roles vacated

clock 23 September 2026 • 1 min read
Nine SJP funds flagged for underperformance in AoV despite improvements on last year

Nine SJP funds flagged for underperformance in AoV despite improvements on last year

89% of assets given green light

Alex Sebastian
clock 22 September 2026 • 2 min read
The human advantage in an AI-powered asset management industry

The human advantage in an AI-powered asset management industry

'AI should be used to enhance, not replace, human engagement'

Apiramy Jeyarajah
clock 22 September 2026 • 5 min read