Thesis Asset Management has replaced UK equity funds with direct securities on its Optima fund range, resulting in a reduction of costs on the portfolio.
Almost all UK equity unit trusts have been replaced with direct exposure to UK stocks across all portfolios in the range, but the firm will continue to hold funds in other asset classes. The Optima range...
At PortfolioMetrix since April
'Humanises our offerings'
After facing adviser backlash
On 24 & 26 September